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Paul Ian Cohen

MAREST CAPITAL, LLC·TARZANA, California
Series 65Clean record11 years registeredMAREST CAPITAL, LLC
18321 VENTURA BLVD, TARZANA, CA 91356CRD# 1180121Firm CRD# 315958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Ian Cohen · TARZANA, CA
Registration
CRD #1180121 · MAREST CAPITAL, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

MAREST CAPITAL, LLC
Mar 2022 – present
CHANGEPATH, LLC
Oct 2020 – Mar 2022
Encino, CA
PARTNERVEST ADVISORY SERVICES LLC
Jan 2019 – Nov 2020
Tarzana, CA
PARTNERVEST ADVISORY SERVICES LLC
Nov 2018 – Nov 2018
Encino, CA
PARTNERVEST ADVISORY SERVICES LLC
May 2015 – Oct 2015
ENCINO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 1, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAREST CAPITAL, LLC
CRD 315958 · SEC 801-123440
AUM
$190M
Regulatory assets under management
Employees
4
112 client accounts
Services offered by MAREST CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAREST CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Paul Ian Cohen offer?
Paul Ian Cohen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TARZANA, California for a consultation.
What are Paul Ian Cohen's credentials?
Paul Ian Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Ian Cohen located?
Paul Ian Cohen is based in TARZANA, California, working with MAREST CAPITAL, LLC. Their office serves clients in the TARZANA metropolitan area and surrounding communities.
How does Paul Ian Cohen charge for services?
Paul Ian Cohen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAREST CAPITAL, LLC?
MAREST CAPITAL, LLC has approximately 4 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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