Charles D Renfro

Employer firm

Cohen & Steers Capital Management Inc. CRD 106266

$85.7B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
• 07/2022 → Present
  Cohen & Steers Capital Management, Inc.
  New York, NY
• 07/2022 → Present
  Cohen & Steers Securities, Llc
  New York, NY

Previous Registrations

• 2014-09-10 → 2022-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
  Jersey City, NJ
  New York, NY
• 2012-12-21 → 2014-07-07
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-12-20

Other Names

• Charlie Renfro