EK
EK

Eric Kristenson

28 Years of Experience
Foxboro, MA
Broker

Eric Kristenson is a registered investment advisor at Cohen & Steers Capital Management INC., based in Foxboro, MA, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 166 clients with $81B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
166 clients
Average Client Portfolio
$487.9M average
Assets Under Management
$81.0B

Fee Structure

Investment management only (planning not offered)

Cohen & Steers manages investments for institutional separate accounts, charging fees based on a percentage of the assets in each client's portfolio. In some cases, they may also receive a performance-based fee. The specific fees are negotiated with each client and can vary from the standard fees listed in the brochure. Cohen & Steers also provides investment advisory services to separately managed account programs, receiving a portion of the fee charged to participants by the program sponsor.

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Location

Foxboro, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cohen & Steers Capital Management INC.
May 2024 - Present · 1 yr 11 mos
Cohen & Steers Securities, LLCBroker
May 2022 - Present · 3 yrs 11 mos
Cohen & Steers Securities, LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Canby Financial Advisors
November 2019 - May 2022 · 2 yrs 6 mos
Commonwealth Financial Network
October 2019 - April 2022 · 2 yrs 6 mos
Commonwealth Financial NetworkBroker
September 2019 - April 2022 · 2 yrs 7 mos
Oppenheimerfunds Distributor, INC.Broker
October 2006 - May 2019 · 12 yrs 7 mos
Princor Financial Services CorporationBroker
December 2001 - September 2006 · 4 yrs 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
Putnam Mutual Funds CORP.Broker
December 1996 - September 1999 · 2 yrs 9 mos
State Registrations10 states
CTDEMAMENHNJNYPARIVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.