Alexandre David Cohen
Investment adviser representative at Heights LLC
19 yearsExperience
1 stateRegistered in
$239.2MFirm assets
3 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Hollister Associates, LLCAug 2024 to now
- Heights, LLCMay 2021 to now
- Hollister Associates, LLCJul 2021 to Jan 2023
- Cavu VenturesSep 2020 to Jul 2022
- Msa Securities, LLCJun 2009 to Dec 2020
- Msa Advisors, LLCJul 2007 to Dec 2020
- Main Street AdvisorsJul 2007 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heights LLC
$239.2MAssets managed
14Clients
1Advisers
3 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
- 4813412
- Firm CRD
- 315969