Cohen & Company Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 149758
- Registered since
- June 18, 2009
- Website
- cohensecurities.com
Firm profile
FINTRXOverview
Cohen & Company Securities, LLC is organized as a limited liability company that is classified as an investment bank. The available records indicate the firm operates more as a capital markets or investment banking entity rather than as an asset manager or advisory practice. Ownership is listed as a mix of a domestic entity and individual ownership. The firm does not identify itself as a capital allocator and does not report activity as an ESG investor, pension consultant, related adviser, multi-state adviser, or a newly formed adviser. Public information provided about its business activities, client base, fee structure, and advisory services is minimal.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7Andrew Davilman
Chief Operating Officer, Asset Management ServicesCRD 2006234

Stephan Burklin
Chief Operating OfficerCRD 1808970

Katharine Vacca
Chief Compliance OfficerCRD 1821586
Contacts
3 of 100
Theodore Soltau
Managing DirectorCRD 1162333
Michael Stevens
Managing DirectorCRD 1220861

Joseph Ryan
Institutional SalesCRD 1383945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
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