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CA

Celeste M. Azzi

COHEN & STEERS SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 7371091
CA

Professional summary

Celeste Mary Azzi, who also goes by Celeste Azzi, is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.

Celeste is registered as a RR (Registered Representative) and started their career in finance in 2021. Celeste has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Celeste Azzi

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 Celeste Mary Azzi'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 19, 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 18, 2024 - December 2, 2025

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

June 28, 2021 - December 2, 2025

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ

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
California
(12/1/2025)
RR
Nevada
(12/1/2025)
RR
New York
(12/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/1/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2023
General Securities Principal Examination
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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