linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles D Renfro

Cohen & Steers Capital Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles D Renfro

Charles Renfro is a financial professional with over a decade of experience in the financial services industry. Charles has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Charles is currently registered with Cohen & Steers Capital Management Inc. in New York and holds Series 66, Series 7, and SIE licenses. Charles specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Charles Renfro is currently registered with Cohen & Steers Capital Management Inc.. Cohen & Steers Capital Management Inc. is an investment advisor registered with the SEC, with its main office located in NEW YORK, NY. They have 129 registered representatives and 64 investment advisory professionals and report managing approximately $78.35 billion in regulatory assets under management. The firm provides a range of investment advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as portfolio consulting and index maintenance services. They work with a diverse client base including insurance companies, investment companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations, state and municipal government entities, and sovereign wealth funds. Cohen & Steers also participates in wrap fee programs.
Cohen & Steers Capital Management Inc.

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

$78.35B

Assets Under Management

16

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

portfolio consulting svcs, index maintenance svcs

Portfolio consulting svcs, index maintenance svcs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Licensing, portfolio construction and evaluation fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Renfro’s Registration & Firm History

NY

07/29/2022 - Present

Cohen & Steers Capital Management Inc. (NEW YORK NY)

NY

09/09/2014 - 07/09/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

05/18/2012 - 07/07/2014

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

Not sure if Charles D Renfro is right for you?

Licenses & Designations

BOTH

Issued 12/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles D Renfro.
Not sure if Charles D Renfro is right for you?