Unclaimed Profile

Harry Edward Cohen

STAVIS & COHEN PRIVATE WEALTH, LLC·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record19 years registeredSTAVIS & COHEN PRIVATE WEALTH, LLC

1330 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 1027893Firm CRD# 312366

Profile Verification

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

Identity

Harry Edward Cohen · HOUSTON, TX

Registration

CRD #1027893 · STAVIS & COHEN PRIVATE WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STAVIS & COHEN PRIVATE WEALTH, LLC

CI PRIVATE WEALTH

Jan 2023 – Apr 2023

HOUSTON, TX

STAVIS & COHEN PRIVATE WEALTH, LLC

Feb 2021 – Mar 2023

HOUSTON, TX

SCF PRIVATE WEALTH HOLDINGS, LLC

Sep 2009 – Mar 2021

HOUSTON, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2009 – Sep 2009

HOUSTON, TX

BRINKER CAPITAL INC

Nov 2006 – Oct 2008

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 2, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAVIS & COHEN PRIVATE WEALTH, LLC

CRD 312366 · SEC 801-120239

AUM

$754M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by STAVIS & COHEN PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STAVIS & COHEN PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Harry Edward Cohen offer?

Harry Edward Cohen specializes in Financial Planning, Investment Management.

What are Harry Edward Cohen's credentials?

Harry Edward Cohen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Harry Edward Cohen located?

Harry Edward Cohen is based in HOUSTON, Texas, last registered with STAVIS & COHEN PRIVATE WEALTH, LLC.

How does Harry Edward Cohen charge for services?

Harry Edward Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAVIS & COHEN PRIVATE WEALTH, LLC?

STAVIS & COHEN PRIVATE WEALTH, LLC has approximately 23 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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