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Kevin Edward Cox

Masterworks Advisers, LLC

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About Kevin Edward Cox

Kevin Cox is a registered investment advisor representative with Masterworks Advisers, LLC, in New York, New York. Kevin has been in the financial services industry since 2004. Kevin has a Series 7, SIE, and Series 66 license. Kevin was previously registered with CAREY FINANCIAL, LLC, Bluerock Capital Markets LLC, Owl Rock Capital Securities LLC, Masterworks Investor Services LLC, Independent Brokerage Solutions LLC, and Arete Wealth Advisors, LLC. Kevin has experience in portfolio management for individuals and pooled investment vehicles.

Firm Information

Kevin Cox is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Kevin Cox’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

04/06/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

03/01/2021 - 03/21/2022

INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)

NY

09/02/2020 - 11/05/2020

OWL ROCK SECURITIES (New York NY)

NY

05/23/2017 - 08/18/2020

OWL ROCK SECURITIES (New York NY)

NY

07/14/2016 - 06/12/2017

BLUEROCK CAPITAL MARKETS LLC (New York NY)

NY

10/02/2008 - 03/21/2016

CAREY FINANCIAL, LLC (NEW YORK NY)

NJ

08/20/2007 - 08/01/2008

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

04/02/2004 - 07/20/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)

IN

04/02/2004 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 03/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Edward Cox.
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