Michael D. Cohn

ATLANTIS ASSET MANAGEMENT

New York, NY

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CRD#: 1743568

Professional summary

Michael Davis Cohn, who also goes by Michael Cohn, is a registered financial advisor currently at ATLANTIS ASSET MANAGEMENT, LLC located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 6 firms and has passed the Series 66, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Cohn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Davis Cohn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 9, 2018 - Present

ATLANTIS ASSET MANAGEMENT, LLC

RIA

CRD#: 160462

New York, NY

Past

August 7, 2008 - April 25, 2012

GLOBAL ARENA CAPITAL CORP

CRD#: 16871

NEW YORK, NY

Past

April 27, 2007 - May 15, 2008

CLARK DODGE & CO., INC.

CRD#: 23288

NEW YORK, NY

Past

July 12, 2004 - May 12, 2005

DU PASQUIER & CO., INC.

CRD#: 24750

NEW YORK, NY

Past

October 22, 2003 - May 6, 2004

RAYMAR CAPITAL, LLC.

CRD#: 43898

NEW YORK, NY

Past

November 25, 1987 - March 9, 1990

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/26/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 11/9/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Current Firm

ATLANTIS ASSET MANAGEMENT, LLC

ATLANTIS ASSET MANAGEMENT, LLC | MDC CAPITAL LLC

CRD#: 160462 / SEC#: 801-74691

RIA

Registered Investment Advisory firm - (1/16/2025 Terminated)

New York

Registered Investment Advisory firm - (1/10/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(212) 945-8501

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 18,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael D. Cohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Davis Cohn's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLANTIS ASSET MANAGEMENT, LLC

GLOBAL ARENA CAPITAL CORP

CLARK DODGE & CO., INC.

DU PASQUIER & CO., INC.

RAYMAR CAPITAL, LLC.

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2004

Series 63

Date: 2/26/1988

Series 55

Date: 11/9/2004

Series 7

Date: 11/21/1987

Current Firm

ATLANTIS ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLANTIS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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