Michael
Roma
Cohen & Steers Capital Management Inc
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About this Advisor
Michael Roma is a financial advisor operating out of New York, New York who has 1 year of industry experience. Roma is an employee of Cohen & Steers Capital Management Inc. Throughout their career, Roma has worked at Pruco Securities LLC, J.Crew, Cantor Fitzgerald, Teach For America, Rumson Country Club, U.S. House Of Representatives, Seton Hall University, Shoprite, Six Flags Great Adventure, Christian Brothers Academy, Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Pgim Investments LLC, Cohen & Steers Capital Management, Inc and Cohen & Steers Securities, LLC. Roma has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Cohen & Steers Capital Management Inc is a financial advisory firm based out of New York, NY. It oversees $76 billion in assets between its 174 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Cohen & Steers Capital Management Inc provides a wide set 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. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Cohen & Steers Capital Management Inc most likely are comprised of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cohen & Steers Capital Management Inc Brokerage Details
$75,861,778,618
339
174
$435,987,233
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
Michael Roma Work History
Michael has been registered as a financial advisor for 1 years.*
Cohen & Steers Capital Management, Inc
Cohen & Steers Securities, LLC
Prudential Investment Management Services LLC
Pgim Investments LLC
Pruco Securities LLC
Prudential Insurance Company Of America
J.Crew
Cantor Fitzgerald
Teach For America
Rumson Country Club
U.S. House Of Representatives
Seton Hall University
Shoprite
Six Flags Great Adventure
Christian Brothers Academy
*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 Michael Roma 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 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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