COHEN, STEVEN J CFA

COHEN, STEVEN J CFA of ST PETERSBURG, FL is an SEC-registered investment adviser (CRD 280027). Regulatory assets under management: $1.0M.

Registration

• CRD: 280027
• Type: Registered investment adviser
• Location: SUITE 14342, 7901 4TH STREET NORTH, ST PETERSBURG, FL, 33702
• Phone: +1 727 371 0750
• Latest filing: 2026-05-14
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Performance, Commissions.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 280027 on SEC IAPD (source of record)
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