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Lori Alison Cohane

Asset Preservation Advisors, LLC

New York, NY

Atlanta, GA

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Current Employers
Asset Preservation Advisors, Llc

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-21
  • NY RA
    APPROVED
    Since 2026-07-21

Branch Locations

400 Madison Ave Suite 9D, New York, NY 10017 • United States

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • 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
Credit Suisse Asset Management Securities, Inc. New York NY 05/2002 01/2024
Asset Preservation Advisors Atlanta GA 01/2024 Present
  • 05/2002 → 01/2024
    Credit Suisse Asset Management Securities, Inc.
    New York, NY
  • 01/2024 → Present
    Asset Preservation Advisors
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
S63 Uniform Securities Agent State Law Examination 1987-07-20
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21
  • S63 Uniform Securities Agent State Law Examination
    1987-07-20
Other Names
  • Lori Alison Vein

View on SEC IAPD

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