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DC

David M. Cohen

CRAFT CAPITAL MANAGEMENT LLC
New York, NY 10017
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CRD#: 5858234
DC

Professional summary


David Matthew Cohen is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2011. David has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Matthew Cohen'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

October 7, 2019 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 575 Fifth Avenue Suite 15-127, New York, NY 10017
BD
CRD#: 171350
New York, NY
Past

May 5, 2016 - April 20, 2017

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

August 23, 2012 - May 27, 2014

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

August 24, 2011 - April 20, 2012

EMPIRE ASSET MANAGEMENT COMPANY

BD
CRD#: 143007
NEW YORK, NY
Past

February 21, 2011 - August 24, 2011

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/30/2019)
RR
Florida
(10/30/2019)
RR
New York
(10/28/2019)
RR
Ohio
(11/5/2019)
RR
Texas
(10/30/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/25/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/13/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/7/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CRAFT CAPITAL MANAGEMENT LLC
CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350 / SEC#: , 8-69455

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Mailing Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Phone number
(516) 833-1325
Established
New York since 10/15/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRAFT ASSET HOLDINGS LLCMANAGING MEMBER
FURST, RONALD ALLANCCO/ROP1007934
KIRONT, BARRY MICHAELCEO2281871
KIRONT, STEPHEN MARKEVP/COO2009609
RYAN, KIMBERLY ANNFINOP4316310

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.

Company Information


CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350New York, NY 10017

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