Cohen, Steven J Cfa

Cohen, Steven J Cfa (CRD# 280027) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $1,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Suite 14342, 7901 4th Street North, Saint Petersburg, FL 33702
https://www.linkedin.com/in/steven-j-cohen-cfa-4b276139/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • 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
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 Cohen, financial advisor Saint Petersburg FL
Steven J. Cohen
CRD#: 6546951
Suite 14342, 7901 4th Street North, Saint Petersburg, FL 33702

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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