COHNREZNICK WEALTH ADVISORS LLC
CRD #313371 SEC #801-120756 NEW YORK, NY 646-928-8050
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
12
Clients
--
Accounts
0
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUESTINE, JAY, HOWARD | I | MANAGING DIRECTOR | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COHNREZNICK HOLDING LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COHNREZNICK LLP | DE | COHNREZNICK HOLDING LLC | D | Control |
Registrations
Federal
IA
Mar 10, 2021 REGISTERED
Notice Filings (6)
CT FL MA NJ NY TX
Address
17 STATE ST3320
NEW YORK, NY 10004
United States
Phone: 646-928-8050