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CM

Charles J. Maschi

COHEN & STEERS CAPITAL MANAGEMENT
Clarksburg, MD
Some features on this profile are disabled
CRD#: 4875393
CM

Professional summary

Charles J Maschi, who also goes by C.j. Maschi, is a registered financial advisor currently at COHEN & STEERS CAPITAL MANAGEMENT INC. located in Clarksburg, Maryland and COHEN & STEERS SECURITIES, LLC located in New York, New York.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Charles has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

C.j. Maschi

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 Charles J Maschi'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

November 5, 2025 - Present

COHEN & STEERS CAPITAL MANAGEMENT INC.

RIA
CRD#: 106266
Clarksburg, MD
Current

November 5, 2025 - 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

September 16, 2021 - October 8, 2025

PACER ADVISORS, INC.

RIA
CRD#: 137381
Clarksburg, MD
Past

September 15, 2021 - October 8, 2025

PACER FINANCIAL, INC.

BD
CRD#: 137040
MALVERN, PA
Past

May 30, 2011 - September 15, 2021

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
CHICAGO, IL
Past

October 22, 2010 - September 15, 2021

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
CHICAGO, IL
Past

January 1, 2005 - May 13, 2009

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC

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".
C&
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.
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
District of Columbia
(11/5/2025)
IAR
District of Columbia
(1/23/2026)
RR
Maryland
(11/5/2025)
IAR
Maryland
(11/5/2025)
RR
Virginia
(11/5/2025)
IAR
Virginia
(11/6/2025)
RR
West Virginia
(11/5/2025)
IAR
West Virginia
(11/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/15/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/23/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/9/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

C&
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)

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

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 Accounts169
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.

Company Information

COHEN & STEERS CAPITAL MANAGEMENT INC.

CRD#: 106266Clarksburg, MD

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