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Daniel Cohen

COHEN INVESTMENT ADVISORS, LLC·BEDFORD, New Hampshire
Unclaimed Profile
264 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 2414071Firm CRD# 168595
01

About

Daniel Cohen is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with COHEN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
COHEN INVESTMENT ADVISORS, LLC
COHEN INVESTMENT ADVISORS, LLC
AUM
$188M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at COHEN INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2414071
Firm CRD# 168595
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Cohen offer?
Daniel Cohen specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Daniel Cohen's credentials?
Daniel Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Cohen located?
Daniel Cohen is based in BEDFORD, New Hampshire, working with COHEN INVESTMENT ADVISORS, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Daniel Cohen charge for services?
Daniel 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 COHEN INVESTMENT ADVISORS, LLC?
COHEN INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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