Evan
Stolfa
Cohen & Steers Capital Management Inc
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About this Advisor
Evan Stolfa is a financial advisor based in New York, New York, working with Cohen & Steers Capital Management Inc. Evan has previously held positions at Fidelity Investments, Robert D Niehaus Inc, University Of California Santa Barbara, Wendy Fereday Swim School, Wasatch Global Investors, Hidden Valley Country Club, Juan Diego Catholic High School, Treehouse Athletic Club, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Cohen & Steers Capital Management, Inc, and Cohen & Steers Securities, LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Evan 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
Services Offered
Fee Structure
Office Location
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Cohen & Steers Capital Management Inc Brokerage Details
$78,354,061,779
354
173
$452,913,652
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
Evan Stolfa Work History
Cohen & Steers Capital Management, Inc
Cohen & Steers Securities, LLC
Fidelity Investments
Robert D Niehaus Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Robert D Niehaus Inc
Wendy Fereday Swim School
Wasatch Global Investors
University Of California Santa Barbara
Wasatch Global Investors
Hidden Valley Country Club
Treehouse Athletic Club
Juan Diego Catholic High School
Disclosures
Please visit the SEC profile of Evan Stolfa 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
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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