Coit Capital Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
164959
Registered since
June 19, 2013

Firm profile

FINTRX

Overview

Coit Capital Securities LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is individually owned and is classified in the source data as "unclassified," with no indication that it serves as a capital allocator. The record notes that Coit Capital Securities is not an active ESG investor, is not a multistate adviser, is not a pension consultant, and is not listed as a related adviser. The firm did not provide detail on its advisory or business activities, client types, or fee schedules in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Stephen Nasser

    Stephen Nasser

    Managing DirectorCRD 1234278

  • Neal Sebbard

    Managing DirectorCRD 1299036

  • Richard Nasser

    Richard Nasser

    DirectorCRD 5483983

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
238 Francisco St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth