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ST

Steven G. Tix

COHEN & STEERS SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 2390126
ST

Professional summary


Steven Gustav Tix, who also goes by Steven G Tix, is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1993. Steven has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven G Tix

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Steven Gustav Tix's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 23, 2023 - Present

COHEN & STEERS SECURITIES, LLC

Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036
BD
CRD#: 29258
New York, NY
Past

June 9, 2022 - May 9, 2023

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM
Past

February 5, 2020 - May 2, 2022

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

September 1, 2011 - January 21, 2020

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

February 2, 2004 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

January 23, 2004 - January 15, 2020

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

August 18, 1999 - February 3, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
DENVER, CO
Past

April 6, 1999 - February 3, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 4, 1993 - March 10, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(5/23/2023)
RR
North Dakota
(5/23/2023)
RR
South Dakota
(5/23/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/28/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


C&
COHEN & STEERS SECURITIES, LLC
COHEN & STEERS SECURITIES, INC. | COHEN & STEERS SECURITIES, LLC

CRD#: 29258 / SEC#: , 8-44123

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036
Mailing Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036
Phone number
(212) 832-3232
Established
Delaware since 11/13/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COHEN & STEERS CAPITAL MANAGEMENT INC.SHAREHOLDER106266
DERECHIN, ADAM MVICE PRESIDENT2531374
MURPHY, STEPHEN THOMASCHIEF COMPLIANCE OFFICER2340624
POLI, FRANCIS CASIMIRPRESIDENT, DIRECTOR1628917
TEUFEL, FREDERICK CHARLESFINOP, PFO AND POO2092408

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COHEN & STEERS SECURITIES, LLC

CRD#: 29258New York, NY 10036

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