Laurence Michael Kagan
Investment adviser representative at Kagan Cocozza Asset Management
16 yearsExperience
2 statesRegistered in
$165.4MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Kagan Cocozza Asset ManagementJul 2010 to now
- Kc Asset ManagementJul 2010 to now
- Goldstein Law Group LLCNov 2018 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Kagan Cocozza Asset Management
Legal name: Kc Asset Management, Inc.
$165.4MAssets managed
139Clients
2Advisers
1 yearIn 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
- 5298126
- Firm CRD
- 154321