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Chloe Rogers

10 Years of Experience
New York, NY
Broker

Chloe Rogers is a registered investment advisor at Cohen & Steers Capital Management INC., based in New York, NY, with 10 years of industry experience. Chloe 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

1166 Avenue of the Americas, 30th Floor, New York, NY, 10036

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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.
December 2022 - Present · 3 yrs 4 mos
Cohen & Steers Securities, LLC
December 2022 - Present · 3 yrs 4 mos
Cohen & Steers Securities, LLCBroker
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
April 2020 - December 2022 · 2 yrs 8 mos
Morgan StanleyBroker
April 2020 - December 2022 · 2 yrs 8 mos
AXA Advisors, LLC
August 2015 - November 2019 · 4 yrs 3 mos
AXA Advisors, LLCBroker
July 2015 - November 2019 · 4 yrs 4 mos
State Registrations8 states
AKHIIDNYOKORTXWA
AdvisorBroker

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.
Chloe Rogers - Financial Advisor | TrueAdvisor