Charles Renfro is a registered investment advisor, based in New York, NY, with 13 years of industry experience.
Location
1166 Avenue of the Americas, 30th Floor, New York, NY, 10036
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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.
Learn about disclosures →Employment History
Current Registrations
Cohen & Steers Securities, LLCBroker
July 2022 - Present · 3 yrs 9 mos
Cohen & Steers Capital Management INC.
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - July 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - July 2022 · 7 yrs 10 mos
UBS Financial Services INC.
December 2012 - July 2014 · 1 yr 7 mos
UBS Financial Services INC.Broker
May 2012 - July 2014 · 2 yrs 2 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.