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Current Employers
Cohen & Steers Capital Management Inc.

1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-25
  • NY RA
    APPROVED
    Since 2023-04-25

Branch Locations

1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Thousand Oaks CA 06/2021 10/2021
Robert D Niehaus Inc. Santa Barbara CA 06/2021 06/2021
University Of California Santa Barbara Santa Barbara CA 09/2017 06/2021
Robert D Niehaus Inc. Santa Barbara CA 03/2020 07/2020
Wendy Fereday Swim School Santa Barbara CA 07/2019 03/2020
Wasatch Global Investors Salt Lake City UT 06/2017 09/2017
Wasatch Global Investors Salt Lake City UT 06/2018 08/2018
Hidden Valley Country Club Sandy UT 06/2016 09/2016
Juan Diego Catholic High School Draper UT 09/2013 06/2017
Charles Schwab & Co., Inc. Santa Barbara CA 11/2021 04/2023
Charles Schwab Bank, Ssb Santa Barbara CA 11/2021 04/2023
Cohen & Steers Capital Management, Inc. New York NY 04/2023 Present
Cohen & Steers Securities, Llc New York NY 04/2023 Present
  • 06/2021 → 10/2021
    Fidelity Investments
    Thousand Oaks, CA
  • 06/2021 → 06/2021
    Robert D Niehaus Inc.
    Santa Barbara, CA
  • 09/2017 → 06/2021
    University Of California Santa Barbara
    Santa Barbara, CA
  • 03/2020 → 07/2020
    Robert D Niehaus Inc.
    Santa Barbara, CA
  • 07/2019 → 03/2020
    Wendy Fereday Swim School
    Santa Barbara, CA
  • 06/2017 → 09/2017
    Wasatch Global Investors
    Salt Lake City, UT
  • 06/2018 → 08/2018
    Wasatch Global Investors
    Salt Lake City, UT
  • 06/2016 → 09/2016
    Hidden Valley Country Club
    Sandy, UT
  • 09/2013 → 06/2017
    Juan Diego Catholic High School
    Draper, UT
  • 11/2021 → 04/2023
    Santa Barbara, CA
  • 11/2021 → 04/2023
    Charles Schwab Bank, Ssb
    Santa Barbara, CA
  • 04/2023 → Present
    New York, NY
  • 04/2023 → Present
    Cohen & Steers Securities, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2021-12-07
Other Names
  • Evan Davies Stolfa

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