William E. Alstrin

COHEN & STEERS SECURITIES

New York, NY 10036

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CRD#: 2567477

Professional summary

William Eric Alstrin, CFP® is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 1995. William has worked at 8 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 William Eric Alstrin'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®

CFP^®

Certified Financial Planner

Experience

Current

June 7, 2012 - Present

COHEN & STEERS SECURITIES, LLC

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

CRD#: 29258

New York, NY

Past

June 16, 2008 - May 17, 2012

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

June 8, 2006 - June 17, 2008

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

KELLER, TX

Past

June 1, 2006 - June 15, 2006

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

October 4, 2002 - June 1, 2006

EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460

NORTHBROOK, IL

Past

September 21, 1999 - October 4, 2002

AFD, INC.

CRD#: 34047

NORTHBROOK, IL

Past

November 10, 1998 - May 18, 1999

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

August 18, 1995 - October 16, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

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

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

Oklahoma
(6/7/2012)

Texas
(6/7/2012)

Exams

State Security Law Exam

Series 63

Date: 8/29/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/25/1996

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/17/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

COHEN & STEERS SECURITIES, LLC

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

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

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
COHEN & STEERS CAPITAL MANAGEMENT INC.	SHAREHOLDER	106266
DERECHIN, ADAM M	VICE PRESIDENT	2531374
MURPHY, STEPHEN THOMAS	CHIEF COMPLIANCE OFFICER	2340624
POLI, FRANCIS CASIMIR	PRESIDENT, DIRECTOR	1628917
TEUFEL, FREDERICK CHARLES	FINOP, PFO AND POO	2092408

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.

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William E. Alstrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Eric Alstrin's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

EVERLAKE DISTRIBUTORS, LLC

AFD, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/29/1995

SIE

Date: 10/1/2018

Series 6

Date: 3/25/1996

Series 7

Date: 8/17/1995

Series 24

Date: 11/16/1995

FINRA

Current Firm

COHEN & STEERS SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

COHEN & STEERS SECURITIES, LLC

TRUST BUT VERIFY

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