COWEN PRIME ADVISORS LLC

NEW YORK, New York·4 registered advisors·CRD# 315686
SEC# 801-721841646-562-1010
01

Firm Overview

AUM
$345M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at COWEN PRIME ADVISORS LLC

4 registered advisors
Daniel S. Charney
NEW YORK, New York
Joel Kasunuran Potenciano
NEW YORK, New York
John Holmes
NEW YORK, New York
Ralph Edward Poppell
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. COWEN PRIME ADVISORS LLC (CRD# 315686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.