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Chief Compliance Officer, Chief Executive Officer & Chief Investment Officer · Cohen Investment Advisors, LLC

Daniel Cohen

CRD 2414071 · Named on Form ADV at one SEC-registered adviser

At a glance

Cohen Investment Advisors, LLC, an SEC-registered wealth manager based in Bedford, NH with $259 million in regulatory assets, lists Daniel Cohen on its Form ADV as Chief Compliance Officer, Chief Executive Officer & Chief Investment Officer, a control person.

Firms and roles

  • Cohen Investment Advisors, LLCChief Compliance Officer, Chief Executive Officer & Chief Investment OfficerWealth manager · Bedford, NH · $259M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.