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Andrew H Cohen

Validea Capital Management LLC

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About Andrew H Cohen

Andrew H. Cohen is an investment advisor representative associated with Validea Capital Management LLC. Andrew has been working in the financial services industry since 1991. Andrew is a registered investment advisor in Connecticut and Virginia. Andrew holds the Series 65, Series 7, Series 55, and SIE licenses. Andrew specializes in providing financial planning and portfolio management services to individuals. Currently, Andrew is also a University Distinguished Teacher, Finance Department for Old Dominion University.

Firm Information

Andrew Cohen is currently registered with Validea Capital Management LLC. Validea Capital Management LLC is an investment advisor that provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a total of 62 accounts with $43,486,712 in regulatory assets under management.

$43.49M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model manager fees

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Andrew Cohen’s Registration & Firm History

VA

08/12/2021 - Present

Validea Capital Management LLC (Virginia Beach VA)

NY

06/20/1991 - 04/11/2000

BERNARD L. MADOFF (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/19/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew H Cohen.
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