Brian K Carlisle
Investment adviser representative at Cohen & Steers Capital Management Inc.
10 yearsExperience
2 statesRegistered in
$85.7BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Cohen & Steers Capital Management, Inc.Jun 2022 to now
- Cohen & Steers Securities, LLCJun 2022 to now
- Hartford Funds Distributors, LLCAug 2016 to May 2022
- Hartford Funds Management Company, LLCAug 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NY, OH).
Cohen & Steers Capital Management Inc.
Legal name: Cohen & Steers Capital Management, Inc.
$85.7BAssets managed
177Clients
22Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4533421
- Firm CRD
- 106266