Chloe
Smith

Cohen & Steers Capital Management Inc

CRD#6484572
Investment Advisor
in New York, NY

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About this Advisor

Chloe Smith is a financial advisor operating out of New York, New York who has 1 year of relevant experience. Smith is an advisor for Cohen & Steers Capital Management Inc. Throughout their career, they have worked at Sefcu, Axa Advisors, LLC, Fiddlesticks Bar, Jetty Bar & Grill, Morgan Stanley, Cohen & Steers Capital Management, Inc and Cohen & Steers Securities, LLC. Smith has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Cohen & Steers Capital Management Inc is a registered investment firm that has its headquarters in New York, NY. It handles $76 billion in assets among its 174 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Cohen & Steers Capital Management Inc offers a wide assortment of services, including 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. Fees charged by financial advisors largely are based on which service is offered. Fee types billed by Cohen & Steers Capital Management Inc can include some combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

280 Park Ave 10Th Floor
New York, NY 10017-1216

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Cohen & Steers Capital Management Inc Brokerage Details

Total Assets Under Management

$75,861,778,618

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

339

NY Average: 88
Total Number of Accounts

174

NY Average: 3,892
Average Account Size

$435,987,233

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

Chloe Smith Work History

Chloe has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cohen & Steers Capital Management, Inc

2022 - Present (2 years)

Cohen & Steers Securities, LLC

2020 - 2022 (2 years)

Morgan Stanley

2018 - 2020 (2 years)

Fiddlesticks Bar

2016 - 2017 (1 year)

Jetty Bar & Grill

2015 - 2019 (4 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Sefcu

2012 - 2014 (2 years)

Sefcu

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chloe Smith 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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