Evan
Stolfa

Cohen & Steers Capital Management Inc

CRD#7412189
Investment Advisor
in New York, NY

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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

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

Evan Stolfa Work History

2023 - Present (1 year)

Cohen & Steers Capital Management, Inc

2023 - Present (1 year)

Cohen & Steers Securities, LLC

2021 - 2021 (< 1 year)

Fidelity Investments

2021 - 2021 (< 1 year)

Robert D Niehaus Inc

2021 - 2023 (2 years)

Charles Schwab & Co., Inc

2021 - 2023 (2 years)

Charles Schwab Bank, Ssb

2020 - 2020 (< 1 year)

Robert D Niehaus Inc

2019 - 2020 (1 year)

Wendy Fereday Swim School

2018 - 2018 (< 1 year)

Wasatch Global Investors

2017 - 2021 (4 years)

University Of California Santa Barbara

2017 - 2017 (< 1 year)

Wasatch Global Investors

2016 - 2016 (< 1 year)

Hidden Valley Country Club

2015 - 2015 (< 1 year)

Treehouse Athletic Club

2013 - 2017 (4 years)

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

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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