Investment adviser representative · Cohen, Steven J Cfa
Steven J. Cohen
CRD 6546951 · St Petersburg, FL
At a glance
Steven J. Cohen is an investment adviser representative with Cohen, Steven J Cfa in St Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Cohen, Steven J CfaSince March 2026St Petersburg, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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