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Blair Daniel Cohen

Goalvest Advisory LLC

New York, NY

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Current Employers
Goalvest Advisory Llc

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-24
TX RA APPROVED 2024-05-24
  • NY RA
    APPROVED
    Since 2024-05-24
  • TX RA
    APPROVED
    Since 2024-05-24

Branch Locations

4 World Trade Center, Suite 2908, New York, NY 10007 • 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
Guggenheim Securities, Llc New York NY 09/2017 03/2020
Ey Llp New York NY 09/2016 08/2017
H.C. Wainwright & Co., Llc New York NY 05/2020 10/2020
Schuman Cheese Fairfield NJ 11/2020 11/2021
Mizuho Securities Usa Llc New York NY 11/2021 06/2023
Goalvest Advisory Llc New York NY 07/2023 Present
Goalvest Advisory New York NY 07/2023 Present
Student State College PA 07/2013 09/2016
First Liberties Financial Tampa FL 07/2025 Present
Khk And Partners Dubai 04/2025 Present
  • 09/2017 → 03/2020
    Guggenheim Securities, Llc
    New York, NY
  • 09/2016 → 08/2017
    Ey Llp
    New York, NY
  • 05/2020 → 10/2020
    H.C. Wainwright & Co., Llc
    New York, NY
  • 11/2020 → 11/2021
    Schuman Cheese
    Fairfield, NJ
  • 11/2021 → 06/2023
    Mizuho Securities Usa Llc
    New York, NY
  • 07/2023 → Present
    New York, NY
  • 07/2023 → Present
    Goalvest Advisory
    New York, NY
  • 07/2013 → 09/2016
    Student
    State College, PA
  • 07/2025 → Present
    First Liberties Financial
    Tampa, FL
  • 04/2025 → Present
    Khk And Partners
    Dubai
Other Businesses

GoalVest Advisory LLC: 4 World Trade Center, Suite 2908 New York, NY 10006. Managing Partner. Investment Related; GoalVest Venture Capital invests across the tech and consumer VC/Growth Equity landscape. Star date 07/01/2023. Approximately 160hrs/month during trading hours. Start Date 07/2023. KHK and Partners: DIFC, EFT - South Tower, Level 20, Office 2002, P.O. Box 507046, Dubai, UAE. Investment Consultant. Investment Related; sourcing, diligence and execution of private market investments. Approximately 160hrs/month during trading hours. Start Date 04/2025. Alervio: Remote at 776 6th Avenue Apt 9i New York, NY 10001, Advisory Board Member, non-investment related. Compensattion includes advisory shares. No ownership. Approximately 2hrs/month outside business hours. Start Date: 05/01/2025 Thirdbase VC; investment related; W3/1 Sainik Farms, Delihi, India, 110062; private markets investment board; advisor; 09/01/2026; 10 hours/month; 5 hr during trading; sits on advisory board

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-16
S65 Uniform Investment Adviser Law Examination 2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2025-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24

View on SEC IAPD

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