Marc Cohen is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 44 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
280 Park Ave 27th & 29th Fls, New York, NY, 10017
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Regulatory History (1)
Customer Dispute
October 1994Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Herbert J. Sims & CO. INC.Broker
Gibraltar Securities CO.Broker
First Interregional Equity CORP.Broker
Halpert and Company, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Halpert and Company, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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