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Elizabeth Graham

Cohen & Steers Capital Management Inc.

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About Elizabeth Graham

Elizabeth Graham is a registered representative with Cohen & Steers Capital Management Inc. She is also a registered investment advisor in the state of New York. Elizabeth has been in the financial industry since 2021 and has experience in a variety of roles, including working at New York Life Investments and Tesla. Prior to entering the financial industry, Elizabeth was a student and also worked at the Birmingham Athletic Club. Elizabeth currently works at the New York branch of Cohen & Steers. Elizabeth has passed the Series 7TO, SIE and Series 66 exams. In addition to her role at Cohen & Steers, Elizabeth also works as an employee of a walking dog service.

Firm Information

Elizabeth Graham 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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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percentage of assets

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

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performance-based fees

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

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other

Licensing, portfolio construction and evaluation fees

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Elizabeth Graham’s Registration & Firm History

NY

08/08/2023 - Present

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

NY

02/28/2023 - 07/31/2023

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Graham.
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