Skip to content

Andrew Cohen

Investment adviser representative at Prosperitas Financial in Valencia, CA

Investment adviser registrationUpdated

Andrew Cohen is an investment adviser representative at Prosperitas Financial, LLC, an investment adviser managing $812M, and works from its Valencia, CA office. Andrew Cohen has been registered through Prosperitas Financial since 9 June 2023 and has 3 years in the industry across 1 firm.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Andrew Cohen has been an investment adviser representative at Prosperitas Financial since June 2023, and is not listed among the firm’s executive officers or direct owners.

Prosperitas Financial, LLC is a Valencia, CA firm with $812M under management, 2,138 clients and 23 advisers across 2 offices, as of its September 2026 filing.

  1. – present · 3 years
    Valencia, CA · Adviser representative · Firm CRD 315768

Credentials and registrations

Investment adviser representative registrations

Andrew Cohen is registered as an investment adviser representative in California, as a resident of California, since June 2023.

  • CaliforniaResidentSince 9 June 2023

Examinations

No examinations are on Andrew Cohen’s record.

Key facts

CRD
7765674
Firm
Prosperitas Financial · CRD 315768
Office
25060 Avenue Stanford, #255, Valencia, CA 91355
Registration
Investment adviser registration
In the industry since
June 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Andrew Cohen work?

Andrew Cohen is an investment adviser representative registered through Prosperitas Financial, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Andrew Cohen a financial advisor?

Yes. Andrew Cohen has a current investment-adviser registration in California, through Prosperitas Financial since June 2023.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Andrew Cohen have?

Andrew Cohen has 3 years in the financial industry, since June 2023, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

Where is Andrew Cohen based?

Andrew Cohen’s registered office is in Valencia, CA.

Source: IAPD individual record, checked 24 October 2026

Is Andrew Cohen registered with FINRA?

No. Andrew Cohen has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Andrew Cohen’s record?

Search CRD 7765674 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Cohen’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Prosperitas Financial

Sources

  1. IAPD individual record, CRD 7765674, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Prosperitas Financial, LLC, filed 9 September 2026. Executive officers and direct owners; this person is not among them.