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Charles J Maschi

Investment adviser representative at Cohen & Steers Capital Management Inc.
16 yearsExperience
4 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

16 years in the industry.

  1. Cohen & Steers Capital Management Inc.Oct 2025 to now
  2. Cohen & Steers Securities, LLCOct 2025 to now
  3. Pacer Advisors, Inc.Sep 2021 to Sep 2025
  4. Pacer Financial, Inc.Sep 2021 to Sep 2025
  5. Neuberger Berman LLCOct 2010 to Sep 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 4 states (DC, MD, VA, WV).

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
4875393
Firm CRD
106266
Advisor's SEC record (opens in a new tab)
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