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Nicholas Cowles Cochran

L.S.Y., INC·SAN RAMON, California
Clean recordL.S.Y., INC
12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA 94583CRD# 713570Firm CRD# 38

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Cowles Cochran · SAN RAMON, CA
Registration
CRD #713570 · L.S.Y., INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Cowles Cochran is a registered financial advisor based in SAN RAMON, California, affiliated with L.S.Y., INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
L.S.Y., INC
AMERICAN INVESTORS CO
AUM
$617M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at L.S.Y., INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 713570
Firm CRD# 38
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Cowles Cochran offer?
Nicholas Cowles Cochran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Nicholas Cowles Cochran's credentials?
Nicholas Cowles Cochran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Cowles Cochran located?
Nicholas Cowles Cochran is based in SAN RAMON, California, working with L.S.Y., INC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Nicholas Cowles Cochran charge for services?
Nicholas Cowles Cochran's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L.S.Y., INC?
L.S.Y., INC has approximately 32 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SAN RAMON, CA
Larry Chaiya Lee
SAN RAMON, CA

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Research
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