Bradley Eric Cohen

Employer firm

North Star Investment Management Corporation CRD 117681

$2.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  North Star Investment Management Corporation
  Chicago, IL
• 10/2016 → 12/2018
  Mid Atlantic Capital Corporation
  Highland Park, IL
• 04/2006 → 10/2016
  North Star Investment Services, Inc.
  Chicago, IL

Other Businesses

1)NORTH STAR FINANCIAL SERVICES~INVESTMENT RELATED~20 N. WACKER DRIVE, #1416, CHICAGO, IL 60606~HOLDING COMPANY~20% OWNER~JANUARY 2008~2HRS PER MONTH~0HRS PER MONTH DURING MARKET~NO DUTIES - - - - - - - - - - - 2)PAPATITO,LLC~NON INVESTMENT RELATED~HIGHLAND PARK, IL~RENTAL PROPERTY~50% OWNER~2009~5HRS PER MONTH~0HRS PER MONTH DURING MARKET~MANAGE PROPERTY - - - - - - - - - - - 3)OZ VACATIONS, LLC~NON INVESTMENT RELATED~HIGHLAND PARK, IL~RENTAL PROPERTY~PASSIVE INVESTOR~2014~0HRS PER MONTH~0HRS PER MONTH DURING MARKET~NO DUTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-21
• S63 Uniform Securities Agent State Law Examination
  1997-10-17

Other Names

• Bradley Cohen