Barry Cohen is a registered investment advisor at Morgan Stanley, based in Albany, GA, with 28 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
2421 Westgate Drive, Suite 100, Albany, GA, 31707
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Regulatory History (3)
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Customer Dispute
August 2010Denied
Customer Dispute
March 2004Closed-No Action
Criminal
February 1997Final Disposition
Other Business Activities
Barry is the owner of Michael Cohen Family LLC, an investment-related entity, since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - May 2017 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - May 2017 · 6 yrs 7 mos
Morgan Keegan & Company, INC.Broker
March 2003 - October 2010 · 7 yrs 7 mos
Morgan Keegan & Company, INC.
March 2003 - October 2010 · 7 yrs 7 mos
Wachovia Securities, INC.
February 2003 - April 2003 · 2 mos
Wachovia Securities, INC.Broker
June 2002 - April 2003 · 10 mos
Wachovia Securities, INC.Broker
December 1997 - June 2002 · 4 yrs 6 mos
State Registrations22 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.