Andrew Cohen
Andrew Cohen is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1892 Greentree Rd, Suite 1A, Cherry Hill, NJ, 08003
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Andrew is an insurance agent with Atrium Financial Associates, offering fixed annuities, health, life, employee benefits, and long-term care insurance, dedicating about 10-20% of his time. He is also President/Owner of Atrium Financial Associates, LLC, and an Investment Advisor Representative with Woodbury Financial Services, Inc., and serves on multiple boards.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations19 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.