Credit Agricole Securities (USA) Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
325
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 in the available data as an investment bank. The firm’s owner type is listed as a combination of a domestic entity and an individual. It does not present itself as a capital allocator and is not identified as an active ESG investor. The snapshot data does not designate the firm as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Key operational details such as client base, fee structure, business activities and advisory activities are not specified in the provided records.

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 4
  • 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

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Contacts

3 of 321
  • Oskar Rogg

    Oskar Rogg

    Managing DirectorCRD 1185837

  • M David Tayabji

    Managing DirectorCRD 1574755

  • May Yu

    AssociateCRD 1622026

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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