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FIRM PROFILE
Overview
COHEN & COMPANY SECURITIES, LLC is located at 3 Columbus Circle 24th Floor, New York, NY 10019 and was first established at New York, Delaware in 12/05/2008. After operating for 17 years, COHEN & COMPANY SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COHEN & COMPANY SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. COHEN & COMPANY SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COHEN & COMPANY SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 6 disclosures, 6 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COHEN & COMPANY SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COHEN & COMPANY SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for COHEN & COMPANY SECURITIES, LLC Comes From
Understanding the Statistics for COHEN & COMPANY SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3 Columbus Circle 24th Floor, New York, NY 10019
3 Columbus Circle 24th Floor, New York, NY 10019
Small
(646) 792-5600
Delaware since 12/05/2008
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at COHEN & COMPANY SECURITIES, LLC
Danielle Farrell
Joann Lukas
Daniel Steven Menscher
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