Drew Cohen (CRD# 6671788) is an Investment Advisor Representative working at Davidson Kahn Capital Management, LLC in Sherman Oaks, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Davidson Kahn Capital Management, LLC | Sherman Oaks, CA | Sep 2022 - Current | 1 |
| Goldman Sachs & Company LLC | New York, NY | Jul 2017 - Current | 6 |
| Capital Group | San Francisco, CA | Apr 2019 - Aug 2022 | 3 |
| University Of Southern California | Los Angeles, CA | Aug 2016 - Jul 2017 | < 1 |
| N/a | Los Angeles, CA | Dec 2015 - May 2017 | 1 |
| University Of Southern Califor | Los Angeles, CA | Aug 2013 - May 2017 | 3 |
| Goldman Sachs | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Old West Investment Management | Los Angeles, CA | Jun 2015 - Aug 2015 | < 1 |
| Old West Investment Management | Los Angeles, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts347ACCOUNTS
-
Average Account Value$297,584
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.