Alexander D. Cohen

ALEXANDER D COHEN INVESTMENTS

Dallas, TX 75244

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CRD#: 6310702

Professional summary

Alexander Denton Cohen, CFP® is a registered financial advisor currently at ALEXANDER D COHEN INVESTMENTS, LLC located in Dallas, Texas.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alexander has worked at 1 firm and has passed the Series 65 exam.

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.

ALEXANDER DENTON COHEN IS THE OWNER OF ALEXANDER DENTON COHEN, CPA, A TEXAS REGISTERED CPA FIRM. MR. COHEN IS THE SOLE OWNER AND EMPLOYEE. THE FIRM DOES NOT CONDUCT AUDITS FOR ANY CLIENTS. IT IS MAINLY ENGAGED IN TAX AND CONSULTING WORK WITH SOME FINANCIAL STATEMENT COMPILATIONS. MR. COHEN RECEIVES NO COMMISSIONS THROUGH THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Denton Cohen's 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®

CFP^®

Certified Financial Planner

Experience

Current

April 29, 2014 - Present

ALEXANDER D COHEN INVESTMENTS, LLC

Office #1: 4445 Alpha Road Suite 113a, Dallas, TX 75244

RIA

CRD#: 170548

Dallas, TX

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

Indiana
(7/12/2021)

IAR

Texas
(4/29/2014)

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 65

Date: 2/22/2024

Uniform Investment Adviser Law Examination

Current Firm

ALEXANDER D COHEN INVESTMENTS, LLC

ALEXANDER D COHEN INVESTMENTS, LLC | COHEN, ALEXANDER D

CRD#: 170548 / SEC#:

Indiana

Registered Investment Advisory firm - (7/12/2021 Approved)

Texas

Registered Investment Advisory firm - (4/29/2014 Approved)

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Contact information

Main Address

4445 Alpha Road Suite 113a, Dallas, TX 75244

Mailing Address

Phone number

(214) 478-1218

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 5,986,740

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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Alexander D. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Denton Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER D COHEN INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2024

Current Firm

ALEXANDER D COHEN INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALEXANDER D COHEN INVESTMENTS, LLC

TRUST BUT VERIFY

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