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David Michael Cohen

Centerview Partners LLC

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About David Michael Cohen

David Michael Cohen is a registered representative at Centerview Partners LLC and has over 25 years of experience in the financial industry. He is licensed to sell securities in the United States. Cohen has a strong track record of success in the financial services industry. He is committed to providing his clients with the highest level of service and personalized financial advice.

Firm Information

David Cohen is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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David Cohen’s Registration & Firm History

NY

05/06/2010 - Present

Centerview Partners LLC (NEW YORK NY)

NY

09/26/1996 - 10/29/2007

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/03/1996 - 09/24/1996

SBC WARBURG, INC. (NEW YORK NY)

NY

02/09/1993 - 06/03/1996

S.G. WARBURG & CO. INC. (NEW YORK NY)

NY

11/10/1992 - 01/11/1993

WASSERSTEIN PERELLA & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michael Cohen.
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