# BUTENSKY & COHEN FINANCIAL SECURITY INC

BUTENSKY & COHEN FINANCIAL SECURITY INC of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 110295
- Type: SEC-registered investment adviser
- SEC file number: 801-55533
- Location: 110 PROFESSIONAL DRIVE, SUITE 101, PONTE VEDRA BEACH, FL, 32082
- Phone: 904-273-9850
- Latest filing: 2026-01-30
- Regulatory AUM: $626.0M
- Discretionary AUM: $613.9M
- Non-discretionary AUM: $12.1M
- Clients: 12
- Accounts: 1,331

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Allan Abraham Cohen | PRESIDENT/CEO | — |
| Jacqueline Ann Bos | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | — |
| Thomas Leonard Ellis | VICE PRESIDENT | — |
| Sean Nmn Guldi | CHIEF INVESTMENT OFFICER | — |
| Adam Thomas Oerther | VICE PRESIDENT | — |
| BUTENSKY JAN DAVID | PRESIDENT/PRINCIPAL; PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| COHEN ALLAN ABRAHAM | CHIEF EXECUTIVE OFFICER AND PRINCIPAL; MANAGING DIRECTER/PRINCIPAL; PRESIDENT/CEO | — |
| BOS JACQUELINE ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | — |
| MURPHY JOHN COLLIN | INVESTMENT MANAGER | — |
| ELLIS THOMAS LEONARD | VICE PRESIDENT | — |
| GULDI SEAN NMN | CHIEF INVESTMENT OFFICER; PARTNER AND CHIEF INVESTMENT OFFICER | — |
| OERTHER ADAM THOMAS | VICE PRESIDENT | — |
| Sean (Nmn) Guldi | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110295/similar
- Related entities: https://search.stillhousedata.com/firm/110295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110295

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.