Bradley Allen Cohen

Vanderbilt Advisory Services

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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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.

Other Business Activities

Bradley is a professor at SUNY Alfred State College since 2001, performing normal professor duties. This activity is not investment-related and takes minimal time during regular hours.