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Gregory Stewart Cohn

Maven Capital Partners, LLC

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About Gregory Stewart Cohn

Gregory Cohn is an investment advisor representative with Maven Capital Partners, LLC, located in Atlanta, GA. Gregory has been in the industry since 2011 and specializes in portfolio management for individuals and pooled investment vehicles. Prior to joining Maven Capital Partners, Gregory held positions at Bridge Capital Associates, Inc., PNC Funds Distributor, LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Gregory holds the Series 7, Series 24, Series 66, Series 79TO and Series 99TO licenses.

Firm Information

Gregory Cohn is currently registered with Maven Capital Partners, LLC. Maven Capital Partners, LLC is an investment advisor based in Atlanta, Georgia. The firm provides portfolio management services for individuals and pooled investment vehicles. Maven Capital Partners manages approximately $107.3 million in assets for 22 clients, including high net worth individuals, charitable organizations, corporations, and pooled investment vehicles.
Maven Capital Partners, LLC

3060 PEACHTREE ROAD

ATLANTA, GA 30305

$107.28M

Assets Under Management

Not reported

Total Clients

6

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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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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Gregory Cohn’s Registration & Firm History

GA

04/25/2019 - Present

Maven Capital Partners, LLC (ATLANTA GA)

GA

03/07/2018 - 12/06/2018

BRIDGE CAPITAL ASSOCIATES, INC. (Atlanta GA)

GA

07/17/2015 - 02/13/2018

PNC FUNDS DISTRIBUTOR, LLC (ATLANTA GA)

GA

04/19/2005 - 10/11/2007

NAVIGANT CAPITAL ADVISORS, LLC (ATLANTA GA)

GA

11/22/2004 - 04/15/2005

CBW SECURITIES, LLC (ATLANTA GA)

NJ

10/08/2001 - 12/17/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 08/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/19/2018

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Stewart Cohn. Review regulatory record here.
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