Unclaimed Profile

Adam Ira Cohen

WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, Virginia

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record25 years registeredWILSON BENNETT CAPITAL MANAGEMENT INC

8270 GREENSBORO DRIVE, MCLEAN, VA 22102CRD# 4518306Firm CRD# 107092

Profile Verification

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

Identity

Adam Ira Cohen · MCLEAN, VA

Registration

CRD #4518306 · WILSON BENNETT CAPITAL MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

T. ROWE PRICE ASSOCIATES, INC.

Feb 2019 – present

T. ROWE PRICE INVESTMENT SERVICES, INC.

May 2016 – present

T. ROWE PRICE ADVISORY SERVICES, INC.

Feb 2018 – Feb 2019

OWINGS MILLS, MD

FORTIGENT, LLC

Jan 2014 – Dec 2015

CHARLOTTE, NC

WILSON BENNETT CAPITAL MANAGEMENT INC

Mar 2012 – Dec 2012

MCLEAN, VA

FORTIGENT, LLC

Sep 2009 – Mar 2012

ROCKVILLE, MD

ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT

Jun 2001 – Feb 2009

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 18, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILSON BENNETT CAPITAL MANAGEMENT INC

CRD 107092 · SEC 801-40215

AUM

$33M

Regulatory assets under management

Employees

48 client accounts

Services offered by WILSON BENNETT CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILSON BENNETT CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Adam Ira Cohen offer?

Adam Ira Cohen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MCLEAN, Virginia for a consultation.

What are Adam Ira Cohen's credentials?

Adam Ira Cohen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Ira Cohen located?

Adam Ira Cohen is based in MCLEAN, Virginia, working with WILSON BENNETT CAPITAL MANAGEMENT INC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Adam Ira Cohen charge for services?

Adam Ira 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 WILSON BENNETT CAPITAL MANAGEMENT INC?

WILSON BENNETT CAPITAL MANAGEMENT INC has approximately 6 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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