Brandon
Berletti

Cohen & Steers Capital Management Inc

CRD#6875485
Investment Advisor
in New York, NY

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About this Advisor

Brandon Berletti is a financial advisor based in New York, New York, working with Cohen & Steers Capital Management Inc. Brandon has previously held positions at HSBC Bank USA, N.A, HSBC Securities (USA) Inc, Abend & Silber, Universal Pool, Binghamton University, Cushman & Wakefield, Nestseekers International, Morgan Stanley, Bank of America, Cohen & Steers Capital Management, Inc, and Cohen & Steers Securities, LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Brandon is part of Cohen & Steers Capital Management Inc, which operates out of New York, New York. The firm has 354 employees and manages assets totaling $78.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Cohen & Steers Capital Management Inc includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

1166 Avenue Of The Americas 30Th Floor
New York, NY 10036

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Cohen & Steers Capital Management Inc Brokerage Details

Total Assets Under Management

$78,354,061,779

NY Average: $7,464,549,021
Total Number of Employees

354

NY Average: 88
Total Number of Accounts

173

NY Average: 3,892
Average Account Size

$452,913,652

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Brandon Berletti Work History

2022 - Present (2 years)

Cohen & Steers Capital Management, Inc

2022 - Present (2 years)

Cohen & Steers Securities, LLC

2021 - 2022 (1 year)

Morgan Stanley

2019 - 2021 (2 years)

Bank Of America

2017 - 2019 (2 years)

Hsbc Bank Usa, N.A

2017 - 2019 (2 years)

Hsbc Securities (Usa) Inc

2016 - 2016 (< 1 year)

Abend & Silber

2015 - 2016 (1 year)

Cushman & Wakefield

2015 - 2015 (< 1 year)

Nestseekers International

2014 - 2014 (< 1 year)

Universal Pool

2013 - 2017 (4 years)

Binghamton University

Disclosures

Please visit the SEC profile of Brandon Berletti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cohen & Steers Capital Management Inc

Charles Renfro
New York, NY
Chloe Smith
New York, NY
John Burke
New York, NY
Cole Fabio
New York, NY
Brandon Berletti
New York, NY
Brian Quinn
New York, NY
Christine Kopp
New York, NY
Michael Roma
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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