Credit Agricole Securities (USA) Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
321
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
190
Registered since
February 23, 1968

Firm profile

FINTRX

Overview

Credit Agricole Securities (USA) Inc. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1968. Available records indicate the entity does not function as a capital allocator and is not registered or operating as a multi-state investment adviser. It is also not identified as an active ESG investor. Publicly provided fields for business activities, advisory activities, client base and fee structure are empty, so there is no detail on client segments, fee models or advisory services in the source material. Owner type is listed as Domestic Entity | Individual, but no further ownership or affiliated-adviser information is supplied.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Paul Milleliri

    Managing Director, Chief Operating OfficerCRD 5969524

  • Lydie Michel

    Lydie Michel

    Regional Chief Operating OfficerCRD 6936851

  • William Kurz

    William Kurz

    Chief Operating OfficerCRD 7602164

Contacts

3 of 318
  • Oskar Rogg

    Oskar Rogg

    Managing DirectorCRD 1185837

  • M David Tayabji

    Managing DirectorCRD 1574755

  • May Yu

    AssociateCRD 1622026

Unlock 315 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1301 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth