Tiffany Anne Donegan
Investment adviser representative at Cohen Investment Advisors, LLC
12 yearsExperience
2 statesRegistered in
$259.3MFirm assets
6 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cohen Investment Advisors, LLCOct 2022 to now
- Mckelvie Intermediate School Sau #25Feb 2020 to Oct 2022
- UnempoyedMar 2019 to Feb 2020
- Bishop Real Estate ManagementJul 2018 to Mar 2019
- UnemployedMay 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Cohen Investment Advisors, LLC
$259.3MAssets managed
251Clients
3Advisers
6 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
- 8032009
- Firm CRD
- 168595