DC
DC

Douglas Matthew Cohen

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Minimum Annual Fee:$150,000
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Location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

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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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Other Business Activities

Douglas serves on the Board of Directors for JOIN Israel since 2012.

Employment History
Current Registrations
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 7 mos
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Fiduciary Trust International, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
June 2021 - July 2021 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2010 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
August 2003 - April 2007 · 3 yrs 8 mos
Morgan Stanley & CO., IncorporatedBroker
August 1995 - September 2003 · 8 yrs 1 mo
State Registrations9 states
CACOCTDEFLMANJNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Douglas Matthew Cohen - Financial Advisor | TrueAdvisor