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RB

Richard S. Borden

COHEN & STEERS SECURITIES
New York, NY 10036
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CRD#: 2704913
RB

Professional summary


Richard Shove Borden III, CIMA®, who also goes by Chad Borden, Richard S Borden, is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1996. Richard has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chad Borden | Richard S Borden

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 Richard Shove Borden III'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®
CIMA®

Experience


Current

December 12, 2022 - 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

March 27, 2008 - November 22, 2022

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

April 5, 2006 - March 20, 2008

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

January 22, 1998 - November 22, 2022

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

December 12, 1996 - October 20, 1997

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA

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
Alaska
(12/12/2022)
RR
Hawaii
(12/12/2022)
RR
Idaho
(12/12/2022)
RR
Oregon
(12/12/2022)
RR
Washington
(12/12/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/8/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product 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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Contact information


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