SC
Steven J. Cohen
COHEN, STEVEN J CFA
ST PETERSBURG, FL 33702
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CRD#: 6546951
SC
Professional summary
Steven Jason Cohen is a registered financial advisor currently at COHEN, STEVEN J CFA located in St Petersburg, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Jason 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®
NoneExperience
Current
November 10, 2015 - Present
COHEN, STEVEN J CFA
Office #1: Suite 14342 7901 4th Street North, St Petersburg, FL, 33702RIA
CRD#: 280027
ST PETERSBURG, FL
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
California(11/10/2015)
Exams
Current Firm
CS
COHEN, STEVEN J CFA
COHEN, STEVEN J CFA | STEVEN J COHEN CFA | SJC CAPITAL LLC
CRD#: 280027 / SEC#:
California
Registered Investment Advisory firm - (11/10/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Suite 14342 7901 4th Street North, St Petersburg, FL, 33702
Mailing Address
Phone number
+1 (727) 371-0750
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,000,000 |
Red Flags
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