BC
Blair D. Cohen
GOALVEST ADVISORY LLC
New York, NY 10007
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CRD#: 6846064
BC
Professional summary
Blair Daniel Cohen is a registered financial advisor currently at GOALVEST ADVISORY LLC located in New York, New York and FIRST LIBERTIES FINANCIAL located in Tampa, Florida.
Blair is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Blair has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 86, Series 87 and Series 7 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.
GoalVest Advisory LLC: 4 World Trade Center, Suite 2908 New York, NY 10006. Managing Partner. Investment Related; GoalVest Venture Capital invests across the tech and consumer VC/Growth Equity landscape. Star date 07/01/2023. Approximately 160hrs/month during trading hours. Start Date 07/2023. KHK and Partners: DIFC, EFT - South Tower, Level 20, Office 2002, P.O. Box 507046, Dubai, UAE. Investment Consultant. Investment Related; sourcing, diligence and execution of private market investments. Approximately 160hrs/month during trading hours. Start Date 04/2025. Alervio: Remote at 776 6th Avenue Apt 9i New York, NY 10001, Advisory Board Member, non-investment related. Compensattion includes advisory shares. No ownership. Approximately 2hrs/month outside business hours. Start Date: 05/01/2025
CRS (Client Relationship Summary) - RIA
Click below to view Blair Daniel 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
May 24, 2024 - Present
GOALVEST ADVISORY LLC
Office #1: 4 World Trade Center, Suite 2908, New York, NY 10007RIA
CRD#: 285374
New York, NY
Current
July 25, 2025 - Present
FIRST LIBERTIES FINANCIAL
Office #1: 2915 N. Boulevard Suite A, Tampa, FL 33602BD
CRD#: 14432
TAMPA, FL
Past
November 8, 2021 - June 29, 2023
MIZUHO SECURITIES USA LLC
BD
CRD#: 19647
NEW YORK, NY
Past
May 1, 2020 - October 27, 2020
H.C.WAINWRIGHT & CO., LLC
BD
CRD#: 375
NEW YORK, NY
Past
October 2, 2017 - March 11, 2020
GUGGENHEIM SECURITIES, LLC
BD
CRD#: 40638
NEW YORK, NY
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".
GA
GOALVEST ADVISORY LLC
GOALVEST ADVISORY LLC
CRD#: 285374 / SEC#: 801-116790
RIA
Registered Investment Advisory firm - (6/21/2019 Approved)New York
Registered Investment Advisory firm - (6/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/26/2019 Terminated)Texas
Registered Investment Advisory firm - (6/25/2019 Terminated)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
New York(5/24/2024)
IAR
Texas(5/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 2/8/2022
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GOALVEST ADVISORY LLC
GOALVEST ADVISORY LLC
CRD#: 285374 / SEC#: 801-116790
RIA
Registered Investment Advisory firm - (6/21/2019 Approved)New York
Registered Investment Advisory firm - (6/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/26/2019 Terminated)Texas
Registered Investment Advisory firm - (6/25/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4 World Trade Center, Suite 2908, New York, NY 10007
Mailing Address
Phone number
(646) 941-8458
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,139 |
| AUM (Assets Under Management) | $ 628,348,337 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
