Nathaniel Isaac Cohen
Investment adviser representative at Marest Capital, LLC
10 yearsExperience
1 stateRegistered in
$239.8MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Marest Capital, LLCMay 2026 to now
- Student / UnemployedJun 2016 to Apr 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Marest Capital, LLC
$239.8MAssets managed
73Clients
3Advisers
4 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
- 8183997
- Firm CRD
- 315958