Gregory S. Cohn

MAVEN CAPITAL PARTNERS

Atlanta, GA 30305

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CRD#: 4441762

Professional summary

Gregory Stewart Cohn is a registered financial advisor currently at MAVEN CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 8 firms and has passed the Series 66, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Maven Capital Advisors, LLC; investment-related; 3060 Peachtree Road NW, Suite 1005, Atlanta, GA; Holding company for MCA Securities, LLC; Placement agent; Managing Director; Provides general consulting services; started 02/2018; devotes 10 hours per week. 2) Source Capital Mezzanine Partners; investment-related; 75 Fourteenth Street, Suite 2700, Atlanta, GA 30309; Mezzanine debt lender; Member of general partnership; started 07/2010; devotes 0 hours per week. 3) Maven Capital Partners, LLC; investment-related; 3060 Peachtree Road NW, Suite 1005, Atlanta, GA; Investment Advisor; President; Strategy and development; started 04/2019; devotes 10 hours per week. 3) Maven Employment, LLC; Not Investment Related; Employment services; 3060 Peachtree Rd. NW Suite 1005 Atlanta, GA 30305; Employee and indirect owner; Started 07/2022; 0 hours per month; 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Stewart 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 25, 2019 - Present

MAVEN CAPITAL PARTNERS, LLC

Office #1: 3060 Peachtree Road Suite 1005, Atlanta, GA 30305

RIA

CRD#: 300626

Atlanta, GA

Past

November 21, 2018 - August 4, 2025

MCA SECURITIES LLC

CRD#: 298069

Atlanta, GA

Past

March 7, 2018 - December 6, 2018

BRIDGE CAPITAL ASSOCIATES, INC.

CRD#: 143475

Atlanta, GA

Past

September 25, 2015 - February 12, 2018

PNC CAPITAL ADVISORS LLC

RIA

CRD#: 151829

ATLANTA, GA

Past

July 17, 2015 - February 13, 2018

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

ATLANTA, GA

Past

April 19, 2005 - October 11, 2007

ANKURA CAPITAL ADVISORS, LLC

CRD#: 114155

ATLANTA, GA

Past

November 22, 2004 - April 15, 2005

CBW SECURITIES, LLC

CRD#: 132023

ATLANTA, GA

Past

October 8, 2001 - December 17, 2002

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAVEN CAPITAL PARTNERS, LLC

CRD#: 300626 / SEC#: 801-130661

RIA

Registered Investment Advisory firm - (7/24/2024 Approved)

Georgia

Registered Investment Advisory firm - (8/23/2024 Terminated)

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).

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

Georgia
(4/25/2019)

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: 8/19/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 11/19/2018

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/14/2018

General Securities Principal Examination

Current Firm

MAVEN CAPITAL PARTNERS, LLC

CRD#: 300626 / SEC#: 801-130661

RIA

Registered Investment Advisory firm - (7/24/2024 Approved)

Georgia

Registered Investment Advisory firm - (8/23/2024 Terminated)

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Contact information

Main Address

3060 Peachtree Road Suite 1005, Atlanta, GA 30305

Mailing Address

Phone number

(404) 798-7612

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAVEN CAPITAL FORM ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 134,568,784

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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Advisor Monitoring

Firm Stability Insights

Gregory S. Cohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Stewart Cohn's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCA SECURITIES LLC

BRIDGE CAPITAL ASSOCIATES, INC.

PNC CAPITAL ADVISORS LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

ANKURA CAPITAL ADVISORS, LLC

CBW SECURITIES, LLC

PERSHING LLC

Primary Firm SEC Registration

MAVEN CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2015

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 11/19/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2015

Series 24

Date: 6/14/2018

Current Firm

MAVEN CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAVEN CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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