Cohen, Steven J Cfa

Cohen, Steven J Cfa (CRD# 280027) is a financial advisory firm headquartered in , . They manage $1,000,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $76,923
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
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.

CA

Financial Advisors at Cohen, Steven J Cfa
Showing 1 - 1 of 1 top financial advisors.
1
Steven J. Cohen
CRD#: 6546951
,
90
Wealthminder
score

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

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