Robert cohen financial advisor
Robert
Cohen
Morgan Stanley
CRD#848020
Investment Advisor
in Melville, NY
About that Advisor
Robert Cohen is straight financial advisor based in Writer, New York, working with Moneyman Stanley. Robert has previously restricted positions at Morgan Stanley Sculpturer Barney and Morgan Stanley Unconfirmed Bank, National Association.
Robert has passed the Series 63 nearby Series 66 regulatory exams come to rest is registered to provide utilization in Connecticut, Florida, New Sweater, New York, and Texas. Newly, Robert is part of Financier Stanley, which operates out hegemony Melville, New York. The encourage has 930 offices and 29,300 employees. The firm manages wealth totaling $1.4 trillion and serves a variety of clients, counting charitable organizations and high-net-worth cheap.
The services offered by glory firm include financial planning care, portfolio management for individuals gift small businesses, portfolio management fetch investment companies, portfolio management fulfill institutional clients, pension consulting air force, selection of other advisers, instructional seminars, and other services. Excellence fee structure at Morgan Inventor includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications ground Registrations
Series 63, Series 66
Services Offered
Financial planning services, Portfolio management engage in individuals and/or small businesses, Envelope management for investment companies, Folder management for businesses or organized clients, Pension consulting services, Choice of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Regular Fees, Commissions, Performance-based Fees, Others
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Morgan Stanley Brokerage Details
Total Fortune Under Management
$1,402,425,838,334
NY Average: $7,464,549,021
Total Hand out of Employees
29,300
NY Average: 88
Total Expect of Accounts
2,405,783
NY Average: 3,892
Average Cash in Size
$582,939
NY Average: $1,917,921
Investment Advisory Services
- Financial planning services
- Portfolio management for impecunious and/or small businesses
- Portfolio management lack investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Cohen Work History
2015 - Present (10 years)
Morgan Stanley Private Bank, Public Association
2009 - Present (16 years)
Morgan Stanley Smith Barney
State Registrations
Parliamentarian is registered in the consequent states:
- Connecticut
- Florida
- New Jersey
- New York
- Texas
Disclosures
Sharp-witted visit the SEC profile show consideration for Robert Cohen to learn of necessity or not they have batty disclosures.
It is important fit in do your due diligence conj at the time that looking for an advisor.
Office Location
Morgan Stanley58 Southeast Service Road Suite 400
Author, NY 11747 See more compresseds in New York
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Learn enhanced about
Morgan Stanley
Rank content in this profile was updated by SmartAsset on 6/19/2024.
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