Blair Daniel Cohen

Goalvest Advisory LLC

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Goalvest Advisory LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

450 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$628.3M

Fee Structure

Minimum Investment:$2M

Location

4 World Trade Center, Suite 2908, New York, NY, 10007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

First Liberties Financial

July 2025 - Present · 7 mos

First Liberties FinancialBroker

July 2025 - Present · 7 mos

Goalvest Advisory LLC

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Mizuho Securities USA LLCBroker

November 2021 - June 2023 · 1 yr 7 mos

H.c.wainwright & CO., LLCBroker

May 2020 - October 2020 · 5 mos

Guggenheim Securities, LLCBroker

October 2017 - March 2020 · 2 yrs 5 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.