Scott Cohen
Scott Cohen is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 32 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
16400 Dallas Parkway, Suite 310, Dallas, TX, 75248
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a member of the Jewish Community Center and owner of CD Wealth Management, LLC, where he works as a registered representative and provides insurance and investment advisory services. He also works as an Investment Advisor Representative for Kestra Advisory Services, LLC and is a member of RBHSC, LLC (real estate) and AB OWLS TEXAS (investment into a European Soccer Club).
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations36 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.
Exams
More Advisors
- Andrew Dropkin, CFPKestra Advisory Services, LLC
- Kimberley Holcomb, CFAKestra Advisory Services, LLC
- Ted Snow, CFPKestra Advisory Services, LLC
- Kevin Grant, CFP, ChFCKestra Advisory Services, LLC
- Ilona Friedman, CFPKestra Advisory Services, LLC
- Andrew WilliamsKestra Advisory Services, LLC