David Cohen, financial advisor Westport CT
87 score

David Cohen

CRD Number: 1045245
Current Firm: Iridian Asset Management LLC

David Cohen (CRD# 1045245) is an Investment Advisor Representative working at Iridian Asset Management LLC in Westport, CT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Iam Capital Corporation Westport, CT Mar 1998 - Current 18
Iridian Asset Management LLC Westport, CT Apr 1996 - Current 20

David Cohen has no recent exams reported.
Contact Info for David L. Cohen
Phone Number: 203-341-7800
Firm Website: http://www.iridian.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    16,529
    MILLIONS
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $78,707,510
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, DC, DE, FL, IL, MA, MD, MI, NJ, NY, OH, PA, TX, VA, VT

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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