Lori Alison Cohane
Investment adviser representative at Asset Preservation Advisors, LLC
24 yearsExperience
2 statesRegistered in
$11.1BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Asset Preservation Advisors, LLCJan 2024 to now
- Credit Suisse Asset Management Securities, Inc.May 2002 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, NY).
Asset Preservation Advisors, LLC
$11.1BAssets managed
3,029Clients
13Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659233
- Firm CRD
- 106741