Andrew
Wiener

Cowen Prime Advisors LLC

CRD#2547948
Investment Advisor
in New York, NY

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About this Advisor

Andrew Wiener is a chartered financial analyst based in New York, New York who has 2 years of industry experience. Wiener works at Cowen Prime Advisors LLC. The advisor has gained experience at Concept Capital Markets, LLC, Cowen And Company LLC, Cowen Prime Services (Formerly Concept Capital Markets, LLC) and Cowen Prime Advisors LLC. Wiener has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Colorado, Connecticut, District Of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas, Vermont, Virginia, Washington and Wisconsin. Cowen Prime Advisors LLC is a registered investment firm operating out of New York, NY. The firm has just four people on staff. It handles $345 million in total assets between its 75 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 75 customer accounts, 100% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Cowen Prime Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1345 Avenue Of The Americas
New York, NY 10105

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Cowen Prime Advisors LLC Brokerage Details

Total Assets Under Management

$345,388,040

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

75

NY Average: 3,892
Average Account Size

$4,605,174

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Wiener Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cowen And Company LLC

2021 - Present (3 years)

Cowen Prime Advisors LLC

2016 - 2021 (5 years)

Cowen Prime Services (Formerly Concept Capital Markets, LLC)

2012 - 2016 (4 years)

Concept Capital Markets, LLC

*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 Andrew Wiener 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 Cowen Prime Advisors LLC

Irwin Silverberg
New York, NY
Andrew Wiener
New York, NY
David Drucker
New York, NY
Jeffrey Bernstein
New York, NY
Ralph Poppell
New York, NY
Robert Moore
New York, NY

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.

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