Daniel
Cohen
Cohen Investment Advisors, LLC
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About this Advisor
Daniel Cohen is a certified financial planner who works out of Bedford, New Hampshire who has 10 years of relevant experience. Cohen currently works for Cohen Investment Advisors, LLC. Their career trajectory has included roles at Cohen Investment Advisors, LLC and Ubs Financial Services Inc. Cohen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts, New Hampshire and Texas. Cohen Investment Advisors, LLC is an advisory company that has its headquarters in Bedford, NH. The company has offices in two locations and a total of seven advisors. It administers $150 million in total assets between its 611 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 611 client accounts, 29% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees vary depending on which services are offered. Fee types charged by Cohen Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cohen Investment Advisors, LLC Brokerage Details
$149,829,866
7
611
$245,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Daniel Cohen Work History
Daniel has been registered as a financial advisor for 10 years.*
Cohen Investment Advisors, LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cohen Investment Advisors, LLC
Bedford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
