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Seth Cohan

39 Years of Experience
Melville, NY
BrokerSells Insurance

Seth Cohan is a registered investment advisor, based in Melville, NY, with 39 years of industry experience.

Location

105 Broadhollow Road, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Seth is an Executive Director/Vice President at The Wealth Alliance LLC, dedicating full-time hours to managing client investments. He also works as an agent selling fixed insurance products and owns LAD Associates, Inc., a pass-through entity for tax purposes, and works as an agent at PKS Financial.

Employment History
Current Registrations
The Wealth Alliance, LLC
April 2022 - Present · 4 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
June 2021 - April 2022 · 10 mos
Commonwealth Financial NetworkBroker
January 2002 - April 2022 · 20 yrs 3 mos
Nathan & Lewis Securities, INC.Broker
October 1995 - January 2002 · 6 yrs 3 mos
Uslife Equity Sales CORP.Broker
February 1991 - October 1995 · 4 yrs 8 mos
First Investors CorporationBroker
August 1986 - February 1991 · 4 yrs 6 mos
State Registrations7 states
CTFLMDNCNJNYSC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.