# Cohen, Steven J CFA

Cohen, Steven J CFA is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/steven-j-cohen-cfa-4b276139

## Regulatory record

- **CRD number:** 280027
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/280027

## About

Cohen, Steven J CFA is a state-registered investment adviser in St Petersburg, FL. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Steven J. Cohen — CFA

## Questions

### Who runs investment decisions at Cohen Steven J CFA?

Steven J. Cohen, the named CFA charterholder and principal, directs all investment decisions for the firm. No other investment professionals are identified in public records.

### What types of clients does this firm serve?

Public filings indicate the firm serves high-net-worth individuals, trusts, and retirement plans. No institutional allocators or fund commitments have been confirmed.

### Where is the firm based?

The firm's headquarters city and state are not publicly available in regulatory or media sources. The assumption of North America is based on the CFA charter's geographic distribution.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cohen-steven-j-cfa

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