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Emily Beaton Conte

Cohen & Steers Securities, LLC

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About Emily Beaton Conte

Emily Conte is a registered representative with Cohen & Steers Securities, LLC. Emily has been in the securities industry since March 4, 2008. Previously, Emily worked with NYLIFE DISTRIBUTORS LLC, COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Emily has passed the Series 6, 7, 24, 63, and 65 exams and is licensed to sell securities in 53 states.

Firm Information

Emily Conte is currently registered with Cohen & Steers Securities, LLC. Cohen & Steers Securities, LLC is a Limited Liability Company formed in November 2001 and registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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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Emily Conte’s Registration & Firm History

MA

06/15/2011 - Present

Cohen & Steers Securities, LLC (Concord MA)

NY

09/13/2010 - 05/13/2011

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

07/11/2008 - 08/10/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (NEW YORK NY)

NY

12/17/2007 - 06/26/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Beaton Conte.
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