Tocqueville Securities L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 26001
- Registered since
- March 16, 1990
- Website
- www.tocquevillefunds.com
Firm profile
FINTRXOverview
Tocqueville Securities L.P. is organized as a partnership and is held by a combination of a domestic entity and individual owners. Data classifies the firm as "unclassified" rather than assigning it to a specific advisory category. The firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Robert Kleinschmidt
Chief Executive Officer and Chief Investment OfficerCRD 855215
Scott Schlesinger
Chief Operating OfficerCRD 1252675
Thomas Pandick
Chief Compliance OfficerCRD 4346309
Contacts
3 of 37
Matthew Cherashore
Managing DirectorCRD 4600560
Nicholas Carlozzi
Portfolio ManagerCRD 1276896
Alexander Kleinschmidt
Operations SpecialistCRD 4858430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 40 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
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