Alan H. Cohn,  CFP<sup>&reg;</sup> - Financial Advisor

Alan H. Cohn, CFP®

Vice President Investments

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
(631) 360-5719


Alan Cohn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stifel, Nicolaus & Company, Inc. in Hauppauge, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 26, 63

Designations & Certifications

  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Stifel, Nicolaus & Company, Incorporated

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds


Helpful Financial Planning Resources