Eric J. Kristenson

COHEN & STEERS CAPITAL MANAGEMENT

Foxboro, MA

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CRD#: 2819007

Professional summary

Eric John Kristenson, AIF®, who also goes by Ej Kristenson, is a registered financial advisor currently at COHEN & STEERS CAPITAL MANAGEMENT INC. located in Foxboro, Massachusetts and COHEN & STEERS SECURITIES, LLC located in New York, New York.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Eric has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ej Kristenson

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) - RIA

Click below to view Eric John Kristenson'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 1, 2024 - Present

COHEN & STEERS CAPITAL MANAGEMENT INC.

RIA

CRD#: 106266

Foxboro, MA

Current

May 11, 2022 - Present

COHEN & STEERS SECURITIES, LLC

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

CRD#: 29258

New York, NY

Past

November 27, 2019 - May 2, 2022

CANBY FINANCIAL ADVISORS

RIA

CRD#: 125192

FRAMINGHAM, MA

Past

October 15, 2019 - April 29, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FRAMINGHAM, MA

Past

September 3, 2019 - April 29, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FRAMINGHAM, MA

Past

October 6, 2006 - May 29, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

December 18, 2001 - September 14, 2006

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WALTHAM, MA

Past

October 25, 1999 - September 14, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

December 23, 1996 - September 14, 1999

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COHEN & STEERS CAPITAL MANAGEMENT INC.

COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.

CRD#: 106266 / SEC#: 801-27721

RIA

Registered Investment Advisory firm - (8/7/1986 Approved)

New York

Registered Investment Advisory firm - (3/28/2003 Cancelled)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Connecticut
(5/11/2022)

Delaware
(2/26/2025)

Maine
(5/11/2022)

Massachusetts
(5/11/2022)

IAR

Massachusetts
(5/1/2024)

New Hampshire
(5/11/2022)

New Jersey
(5/11/2022)

New York
(5/11/2022)

IAR

New York
(11/25/2024)

Pennsylvania
(5/11/2022)

Rhode Island
(5/11/2022)

Vermont
(5/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/20/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

COHEN & STEERS CAPITAL MANAGEMENT INC.

COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.

CRD#: 106266 / SEC#: 801-27721

RIA

Registered Investment Advisory firm - (8/7/1986 Approved)

New York

Registered Investment Advisory firm - (3/28/2003 Cancelled)

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Contact information

Main Address

1166 Avenue Of The Americas 30th Floor, New York, NY 10036

Mailing Address

Phone number

(212) 832-3232

Established

Firm type

Fiscal year end

# of Employees

357

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - INVESTMENT ADVISER BROCHURE (AUGUST 1, 2025) (8/1/2025)

Regulatory assets under management

Total Number of Accounts	169
AUM (Assets Under Management)	$ 80,991,295,731

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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Eric J. Kristenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Kristenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COHEN & STEERS SECURITIES, LLC

CANBY FINANCIAL ADVISORS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

PRINCIPAL SECURITIES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

COHEN & STEERS CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2019

Series 63

Date: 12/21/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/27/2001

Series 6

Date: 12/20/1996

FINRA

Current Firm

COHEN & STEERS CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COHEN & STEERS CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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