KC
CFP
KC
CFP

Kerry Cochran

32 Years of Experience
New York, NY
Broker

Kerry Cochran is a CFP-designated registered investment advisor, based in New York, NY, with 32 years of industry experience.

Location

Citi Private Bank, 153 East 53rd St., 24th, 25th Fls, New York, NY, 10022

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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
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 4 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs 2 mos
Previous Registrations
Citicorp Investment ServicesBroker
August 2006 - May 2007 · 9 mos
Citicorp Investment Services
August 2006 - May 2007 · 9 mos
Bny Investment Center INC.Broker
February 2006 - August 2006 · 6 mos
Chase Investment Services CORP.Broker
September 1998 - October 2004 · 6 yrs 1 mo
Invest Financial CorporationBroker
May 1995 - March 1997 · 1 yr 10 mos
Citicorp Investment ServicesBroker
April 1993 - April 1995 · 2 yrs
Dean Witter Reynolds INC.Broker
November 1991 - April 1993 · 1 yr 5 mos
Lehman Brothers INC.Broker
July 1991 - November 1991 · 4 mos
Painewebber IncorporatedBroker
June 1991 - August 1991 · 2 mos
Lehman Brothers INC.Broker
January 1991 - June 1991 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kerry Cochran - Financial Advisor | TrueAdvisor