Barry Cohn
Barry Cohn is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pepper Pike, OH, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
30050 Chagrin Blvd, Suite 300, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Barry is a board member at Beechmont Country Club, dedicating minimal time to running the club. This activity is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Ladenburg, Thalmann & CO., INC.Broker
Mesirow Financial, INC.Broker
Rodman & Renshaw INC.Broker
Dean Witter Reynolds INC.Broker
Cowen & CO.Broker
State Registrations23 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.