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Allan Abraham Cohen

B&C Financial Advisors

Ponte Vedra Beach, FL

CRD 720627

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Employer firm

B&C Financial Advisors CRD 110295

$626M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-02-09
FL RA APPROVED 1997-04-29
  • TX RA
    APPROVED_RES
    Since 2012-02-09
  • FL RA
    APPROVED
    Since 1997-04-29

Branch Locations

The Butensky & Cohen Building 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082 • 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
Butensky & Cohen, Inc. Ponte Vedra Beach FL 03/1995 Present
Butensky & Cohen Financial Security, Inc. Ponte Vedra Beach FL 11/1995 Present
  • 03/1995 → Present
    Butensky & Cohen, Inc.
    Ponte Vedra Beach, FL
  • 11/1995 → Present
    Butensky & Cohen Financial Security, Inc.
    Ponte Vedra Beach, FL
Other Businesses

(1) BUTENSKY & COHEN INC. (B&C PROPERTIES) - PROPERTY MANAGEMENT (2) 110 Professional, LLC, 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32081 Established for the purpose of Real Estate Investment Manager Relationship started 10/28/2020 Approximate hours/month devoted to LLC (2-3 hours) Hours devoted to LLC during securities trading hours (0 - 1 hour) Duties - Building management, account payables, accounting/tax prep

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-19
S63 Uniform Securities Agent State Law Examination 1982-10-13
  • S65 Uniform Investment Adviser Law Examination
    1993-04-19
  • S63 Uniform Securities Agent State Law Examination
    1982-10-13
Designations
  • Certified Financial Planner
Other Names
  • Allan Abraham Cohen

View on SEC IAPD

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