Evan Stolfa
Investment adviser representative at Cohen & Steers Capital Management Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cohen & Steers Capital Management, Inc.Apr 2023 to now
- Cohen & Steers Securities, LLCApr 2023 to now
- Charles Schwab & Co., Inc.Nov 2021 to Apr 2023
- Charles Schwab Bank, SsbNov 2021 to Apr 2023
- Fidelity InvestmentsJun 2021 to Oct 2021
- Robert D Niehaus Inc.Jun 2021 to Jun 2021
- Robert D Niehaus Inc.Mar 2020 to Jul 2020
- Wendy Fereday Swim SchoolJul 2019 to Mar 2020
- Wasatch Global InvestorsJun 2018 to Aug 2018
- University of California Santa BarbaraSep 2017 to Jun 2021
- Wasatch Global InvestorsJun 2017 to Sep 2017
- Juan Diego Catholic High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7412189
- Firm CRD
- 106266