Cohen Investment Advisors, LLC
Cohen Investment Advisors, LLC (CRD# 168595) is a financial advisory firm headquartered in Bedford, NH. They manage $84,214,900 in 122 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts122ACCOUNTS
Average Account Value$690,286
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, NH, NY, PA, VI
Daniel Cohen (CRD# 2414071) is an Investment Advisor Representative working at Cohen Investment Advisors, LLC in Bedford, NH and has over 23 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.