David Cohn is a CFP-designated registered investment advisor, based in Stamford, CT, with 23 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner and owner of Cabo Luxury Rentals, making business decisions related to fractional real estate ownership, and a partner in Lorenzo Einstein LLC, jointly making investment decisions. Both activities take a few hours per week.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations7 states
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