Steven Cohen, financial advisor Saint Petersburg FL

Steven Cohen

CRD Number: 6546951
Current Firm: Cohen, Steven J Cfa

Steven Cohen (CRD# 6546951) is an Investment Advisor Representative working at Cohen, Steven J Cfa in Saint Petersburg, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Steven J Cohen Cfa Zurich, Aug 2011 - Current 12

Steven Cohen has no recent exams reported.
Contact Info for Steven J. Cohen
Phone Number: +1 727 371 0750
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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