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CRD#: 164959
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

COIT CAPITAL SECURITIES LLC is located at 238 Francisco Street, San Francisco, CA 94133 and was first established at San Francisco, California in 03/28/2012. After operating for 13 years, COIT CAPITAL SECURITIES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COIT CAPITAL SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. COIT CAPITAL SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COIT CAPITAL SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COIT CAPITAL SECURITIES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COIT CAPITAL SECURITIES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for COIT CAPITAL SECURITIES LLC Comes From

Understanding the Statistics for COIT CAPITAL SECURITIES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
238 Francisco Street, San Francisco, CA 94133
Mailing Address
238 Francisco Street, San Francisco, CA 94133
Firm Size
Small
Phone Number
(415) 277-2297
Established
California since 03/28/2012
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
NASSER, STEPHEN RICHARDCEO1234278
NASSER, STEPHEN RICHARDCCO1234278
NASSER, RICHARD PRESCOTTCFO5483983

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Advisor's working at COIT CAPITAL SECURITIES LLC

RN

Richard Prescott Nasser

Prescott Richard Nasser
RR
CRD#: 5483983
Location:
San Francisco, CA 94133
Company:
COIT CAPITAL SECURITIES LLC
Disclosures:
Experience:
17 years
View Profile
NS

Neal Abbott Sebbard

RR
CRD#: 1299036
Location:
San Francisco, CA 94104
Company:
COIT CAPITAL SECURITIES LLC
Disclosures:
Experience:
38 years
View Profile
SN

Stephen Richard Nasser

Stephen Nasser
RR
CRD#: 1234278
Location:
San Francisco, CA 94104
Company:
COIT CAPITAL SECURITIES LLC
Disclosures:
Experience:
21 years
View Profile
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