Unclaimed Profile

Daniel Cohen

COHEN INVESTMENT ADVISORS, LLC·BEDFORD, New Hampshire

Series 3, Series 7, Series 63, Series 65Clean record32 years registeredCOHEN INVESTMENT ADVISORS, LLC

264 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 2414071Firm CRD# 168595

Profile Verification

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

Identity

Daniel Cohen · BEDFORD, NH

Registration

CRD #2414071 · COHEN INVESTMENT ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

COHEN INVESTMENT ADVISORS, LLC

Oct 2013 – present

UBS FINANCIAL SERVICES INC.

May 2008 – Oct 2013

BOCA RATON, FL

CITIGROUP GLOBAL MARKETS INC.

Jul 1994 – May 2008

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 6, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COHEN INVESTMENT ADVISORS, LLC

CRD 168595 · SEC 801-117592

AUM

$188M

Regulatory assets under management

Employees

701 client accounts

Services offered by COHEN INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COHEN INVESTMENT ADVISORS, LLC →

Introduction

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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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