Laura Cohn is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

One Bryant Park, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Previous Registrations
LPL Financial LLC
April 2024 - April 2025 · 1 yr
LPL Financial LLCBroker
April 2024 - April 2025 · 1 yr
Citigroup Global Markets INC.
July 2023 - April 2024 · 9 mos
Citigroup Global Markets INC.Broker
April 2023 - April 2024 · 1 yr
J.P. Morgan Securities LLCBroker
June 2016 - April 2023 · 6 yrs 10 mos
Mesirow Financial, INC.Broker
January 1994 - June 1996 · 2 yrs 5 mos
Mesirow Investment Services, INC.Broker
October 1993 - January 1994 · 3 mos
Mesirow Financial, INC.Broker
August 1989 - December 1991 · 2 yrs 4 mos
Mesirow Capital, INC.Broker
June 1988 - August 1989 · 1 yr 2 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCTNUTVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Laura Cohn - Financial Advisor | TrueAdvisor