Ross Cohen is a registered investment advisor, based in Melville, NY, with 25 years of industry experience.
Location
1 Huntington Quadrangle, Ste 2S14, Melville, NY, 11747
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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
Ross is involved in several insurance-related activities, including fixed insurance sales, life insurance, long-term care, and disability insurance sales, taking up a few hours per week. He also works full-time as a Director of Retirement Plans/Investment Specialist at Hochheiser Deutsch & Co., providing financial planning and investment services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Federated Securities CORP.Broker
Sg Cowen Securities CorporationBroker
Socgen-Crosby Securities INC.Broker
State Registrations14 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.