BC
BC
Bart Cohodas
32 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Bart Cohodas is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2000Closed-No Action
Other Business Activities
Bart serves as a FINRA arbitrator, resolving disputes. This requires minimal time and generates $4,000 annually.
Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 5 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1993 - December 2011 · 18 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - December 2011 · 18 yrs 3 mos
State Registrations23 states
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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.