Financial ADVSR advisor directory · SEC adviser records
Cohen Capital financial advisors
Every SEC-registered investment adviser representative at Cohen Capital, by the state and city of the office they work from.
5 registered advisors work at Cohen Capital, in 2 states and 2 cities; the most are in Chicago, IL (4). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Cohen Capital advisor by name →Who joined and left Cohen Capital →Cohen Capital: assets, clients and custodians →
Cities with the most Cohen Capital advisors
Cohen Capital advisors by state
Questions
How many financial advisors does Cohen Capital have?
5 investment adviser representatives are registered with Cohen Capital, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Cohen Capital have the most advisors?
Chicago, IL, with 4 registered advisors, then Palm Beach Gardens, FL (1). By state, Illinois has the most, with 4.
How do I find a Cohen Capital financial advisor near me?
Pick your state below, then your city, to see every Cohen Capital advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Cohen Capital offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →