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Evan Stolfa

Cohen & Steers Capital Management Inc.

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About Evan Stolfa

Evan Stolfa is a registered representative of Cohen & Steers Capital Management Inc., with a branch office located in New York, NY. Evan has been in the financial services industry for over 2 years. Evan has passed the Series 66, Series 7 and SIE exams. Evan was previously registered with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Evan specializes in investment advisory services, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Evan Stolfa 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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Evan Stolfa’s Registration & Firm History

NY

04/25/2023 - Present

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

CA

11/17/2021 - 03/24/2023

CHARLES SCHWAB & CO., INC. (Santa Barbara CA)

CA

08/25/2021 - 10/19/2021

FIDELITY BROKERAGE SERVICES LLC (THOUSAND OAKS CA)

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Licenses & Designations

BOTH

Issued 12/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Stolfa.
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