Erik Cohen, financial advisor Baltimore MD
93 score

Erik Cohen

CRD Number: 6140234
Current Firm: Brown Advisory

Erik Cohen (CRD# 6140234) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Advisory Baltimore, MD Jul 2016 - Current 1
Oxbow Advisors, LLC Austin, TX Sep 2012 - Jul 2016 3
Unemployed Austin, TX Apr 2012 - Aug 2012 < 1
Bbr Partners New York, NY Dec 2007 - Mar 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Erik G. Cohen
Phone Number: 410-537-5400
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    43,339
    MILLIONS
  • Total Number of Accounts
    9,972
    ACCOUNTS
  • Average Account Value
    $4,346,044
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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