Cohen Investment Advisors, LLC

Cohen Investment Advisors, LLC (CRD# 168595) is a financial advisory firm headquartered in Bedford, NH. They manage $66,061,014 in 114 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $579,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, PA, VI

Financial Advisors at Cohen Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Cohen
CRD#: 2414071
264 South River Road, Suite 422, Bedford, NH 03110
86
Wealthminder
score

Daniel Cohen (CRD# 2414071) is an Investment Advisor Representative working at Cohen Investment Advisors, LLC in Bedford, NH and has over 22 years of experience in the finance industry. Daniel Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.