Cohen Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 168595
- SEC number
- 801-117592
- Firm type
- RIA
- Assets under management
- $259.3M as of Jun 18, 2026
- Website
- www.investwithcohen.com ↗
- Phone
- (603) 232-8350
- Address
- 264 South River Road, Bedford, NH, 03110
Advisors at this firm
3 in our index · page 1 of 1
-
Daniel CohenCRD 2414071 · Bedford, NHIA Registered
-
Tiffany Anne DoneganCRD 8032009 · Bedford, NHIA Registered
-
James N PerryCRD 6928312 · Amesbury, MAIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 168595 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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