Evan Cohen
Evan Cohen is a registered investment advisor at Cetera Investment Advisers LLC, based in Coral Springs, FL, with 25 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5850 Coral Ridge Dr Ste 208, Coral Springs, FL, 33076
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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
Evan is the owner/president of CS Financial Services, Inc., offering insurance and investment services since 2015. He also owns ESC Family Investments, LLC, an office space ownership business, dedicating minimal time to filing taxes and collecting rent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Advisory Services, INC.
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Onlinetrading.comBroker
State Registrations21 states
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