Unclaimed Profile

Ileana Maria Cohn

BLUE INVESTMENT MANAGEMENT, LLC·MIAMI BEACH, Florida

SIE, Series 7, Series 24, Series 66, Series 99TOClean record11 years registeredBLUE INVESTMENT MANAGEMENT, LLC

2340 COLLINS AVENUE, MIAMI BEACH, FL 33139CRD# 5527118Firm CRD# 318610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ileana Maria Cohn · MIAMI BEACH, FL

Registration

CRD #5527118 · BLUE INVESTMENT MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

DHODY INVESTMENT GROUP

Sep 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Jul 2022

SOUTH MIAMI, FL

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2016 – Jun 2017

Miami, FL

DEUTSCHE BANK SECURITIES INC.

Apr 2015 – Sep 2016

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · April 16, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE INVESTMENT MANAGEMENT, LLC

CRD 318610 · SEC 801-123591

AUM

$231M

Regulatory assets under management

Employees

19 client accounts

Services offered by BLUE INVESTMENT MANAGEMENT, 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 BLUE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ileana Maria Cohn offer?

Ileana Maria Cohn specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Ileana Maria Cohn's credentials?

Ileana Maria Cohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ileana Maria Cohn located?

Ileana Maria Cohn is based in MIAMI BEACH, Florida, working with BLUE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Ileana Maria Cohn charge for services?

Ileana Maria Cohn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE INVESTMENT MANAGEMENT, LLC?

BLUE INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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