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Robert Louis Cohen

Tandem Wealth Advisors

Phoenix, AZ

CRD 6972937

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Employer firm

Tandem Wealth Advisors CRD 157794

$262M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Tandem Wealth Advisors

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-02-01
AZ RA APPROVED 2022-01-31
  • WA RA
    APPROVED
    Since 2022-02-01
  • AZ RA
    APPROVED
    Since 2022-01-31

Branch Locations

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tandem Wealth Advisors Llc Phoenix AZ 01/2018 04/2018
Lotuswei Llc Phoenix AZ 12/2013 01/2018
Tandem Wealth Advisors Llc Phoenix AZ 04/2018 07/2021
Sabbatical Phoenix AZ 07/2021 12/2021
Tandem Wealth Advisors Phoenix AZ 12/2021 Present
  • 01/2018 → 04/2018
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 12/2013 → 01/2018
    Lotuswei Llc
    Phoenix, AZ
  • 04/2018 → 07/2021
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 07/2021 → 12/2021
    Sabbatical
    Phoenix, AZ
  • 12/2021 → Present
    Tandem Wealth Advisors
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-03
  • S65 Uniform Investment Adviser Law Examination
    2018-07-03
Other Names
  • Robbie Cohen

View on SEC IAPD

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