Erik Cohen (CRD# 6140234) is an Investment Advisor Representative working at Brown Advisory in Austin, TX and has over 11 years of experience in the finance industry.
CRD# 6753755
Edward Jones
CRD# 6129945
Creative Planning
CRD# 5993258
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Outrunner Capital, LLC | Austin, TX | May 2024 - Current | < 1 |
| Brown Advisory | Baltimore, MD | Jul 2016 - May 2024 | 7 |
| Oxbow Advisors, LLC | Austin, TX | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- TX
-
Total Assets Under Management108,331MILLIONS
-
Total Number of Accounts23,317ACCOUNTS
-
Average Account Value$4,646,025
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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