Eli David paul Cohen
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Vanguard Advisers, Inc.Dec 2021 to now
- The Vanguard Group, Inc.Oct 2021 to now
- UnemployedMay 2021 to Oct 2021
- Fisher InvestmentsJan 2018 to May 2021
- UnemployedJun 2017 to Jan 2018
- Bcg Securities, IncAug 2015 to Jun 2017
- Haddon Planning GroupAug 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 5823381
- Firm CRD
- 106715