Ileana M. Cohn

DHODY INVESTMENT GROUP

MIAMI BEACH, FL 33139

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CRD#: 5527118

Professional summary

Ileana Maria Cohn, who also goes by Ileana Maria Romero, is a registered financial advisor currently at DHODY INVESTMENT GROUP located in Miami Beach, Florida.

Ileana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ileana has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ileana Maria Romero

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.

Dhody Investment Group; investment-related; 2340 Collins Avenue, Suite 604, Miami Beach, FL; RIA; Branch Manager/Principal, employee; started 06/2022; 60hrs/mo - 55hrs/mo during market hours; oversee branch operations. Blue Investment Group; investment-related; 2340 Collins Avenue, Suite 604, Miami Beach, FL; 3(c)(7) exempt fund; Head of Compliance, employee; started 06/2022; 100 hrs/mo - 75hrs/mo during market hours; oversee compliance program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ileana Maria 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

September 28, 2022 - Present

DHODY INVESTMENT GROUP

Office #1: 2340 Collins Avenue Suite 604, Miami Beach, FL 33139

RIA

CRD#: 318610

MIAMI BEACH, FL

Past

June 23, 2022 - December 3, 2024

LPS CAPITAL LLC

CRD#: 155246

Palm Beach Gardens, FL

Past

January 9, 2019 - July 12, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SOUTH MIAMI, FL

Past

December 5, 2018 - July 12, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SOUTH MIAMI, FL

Past

September 6, 2016 - June 13, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Miami, FL

Past

September 6, 2016 - June 13, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Miami, FL

Past

April 16, 2015 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

MIAMI, FL

Past

October 1, 2014 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

MIAMI, FL

Past

November 17, 2008 - September 10, 2014

BRICKELL GLOBAL MARKETS, INC.

CRD#: 104316

MIAMI, FL

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".

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC | DHODY INVESTMENT GROUP

CRD#: 318610 / SEC#: 801-123591

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

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

Florida
(9/28/2022)

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: 3/20/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 6/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/14/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/2010

General Securities Principal Examination

Current Firm

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC | DHODY INVESTMENT GROUP

CRD#: 318610 / SEC#: 801-123591

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

2340 Collins Avenue Suite 604, Miami Beach, FL 33139

Mailing Address

Phone number

(305) 433-4250

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

BIM ADV BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 259,440,175

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

Ileana M. Cohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ileana Maria Cohn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPS CAPITAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

BRICKELL GLOBAL MARKETS, INC.

Primary Firm SEC Registration

DHODY INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2015

Series 99TO

Date: 1/2/2023

SIE

Date: 6/13/2017

Series 7

Date: 11/14/2008

Series 24

Date: 10/27/2010

Current Firm

DHODY INVESTMENT GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DHODY INVESTMENT GROUP

TRUST BUT VERIFY

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