Credit Suisse Securities (usa) LLC

Credit Suisse Securities (usa) LLC (CRD# 816) is a financial advisory firm headquartered in New York, NY. They manage $168,339,310 in 12 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $14,028,276
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Credit Suisse Securities (usa) LLC
Showing 1 - 10 of 84 top financial advisors.
1
Patrick J. Hart
CRD#: 5165894
11 Madison Avenue, Fixed Income, New York, NY 10010
96
Wealthminder
score

Patrick Hart (CRD# 5165894) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 11 years of experience in the finance industry.

2
Jeffrey Rossi
CRD#: 1979914
One Madison Ave, New York, NY 10010
96
Wealthminder
score

Jeffrey Rossi (CRD# 1979914) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 26 years of experience in the finance industry. Jeffrey Rossi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin R. Adam
CRD#: 3235893
11 Madison Avenue, Investment Banking, New York, NY 10010
93
Wealthminder
score

Kevin Adam (CRD# 3235893) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 15 years of experience in the finance industry.

4
Marc A. Arongino
CRD#: 3069969
11 Madison Avenue, Equities, New York, NY 10010
93
Wealthminder
score

Marc Arongino (CRD# 3069969) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 19 years of experience in the finance industry.

5
Matthew C. Avery
CRD#: 5994354
11 Madison Avenue, Investment Banking, New York, NY 10010
93
Wealthminder
score

Matthew Avery (CRD# 5994354) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 6 years of experience in the finance industry.

6
Alexander G. Beck
CRD#: 5232921
1999 Avenue Of The Stars, Investment Banking, Los Angeles, CA 90067
93
Wealthminder
score

Alexander Beck (CRD# 5232921) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

7
Ryan J. Becker
CRD#: 5954170
3414 Peachtree Rd. Ne., Atlanta, GA 30326
93
Wealthminder
score

Ryan Becker (CRD# 5954170) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

8
Andrew J. Beshara
CRD#: 4770629
11 Madison Avenue, Equities, New York, NY 10010
93
Wealthminder
score

Andrew Beshara (CRD# 4770629) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 13 years of experience in the finance industry.

9
Ronald L. Boccio
CRD#: 5530770
11 Madison Avenue, New York, NY 10010
93
Wealthminder
score

Ronald Boccio (CRD# 5530770) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 6 years of experience in the finance industry.

10
Steven M. Bock
CRD#: 4502946
227 West Monroe Street, Chicago, IL 60606
93
Wealthminder
score

Steven Bock (CRD# 4502946) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in Chicago, IL and has over 15 years of experience in the finance industry.

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