Madison S. Campanelli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Madison Saige Campanelli was a registered financial professional .
Madison is a previously registered financial professional and started their career in finance in 2019. Madison had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 1, 2021 - October 10, 2022
COHEN & STEERS CAPITAL MANAGEMENT INC.
December 1, 2021 - October 10, 2022
COHEN & STEERS SECURITIES, LLC
August 27, 2019 - December 7, 2021
MORGAN STANLEY
April 16, 2019 - December 7, 2021
MORGAN STANLEY
Primary Firm SEC Registration
COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 4/16/2019
General Securities Representative ExaminationCurrent Firm
COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 80,991,295,731 |
Red Flags
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