EC
CFA
EC
CFA

Elias Cohen

24 Years of Experience
New York, NY
Broker

Elias Cohen is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 24 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
Loading...

Location

1290 Avenue of the Americas, New York, NY, 10104

Get directions

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.

Learn about disclosures →
Other Business Activities

Elias is a member/manager of Treetops of Berkshires, LLC since 2021 and SkiTops of Windham, LLC since 2025, both investment properties, dedicating minimal time to these businesses. He also provides portfolio management services to Neuberger Berman BD LLC clients.

Employment History
Current Registrations
Neuberger Berman Bd LLC
November 2018 - Present · 7 yrs 6 mos
Neuberger Berman Bd LLC
July 2001 - Present · 24 yrs 10 mos
Neuberger Berman Bd LLCBroker
July 2001 - Present · 24 yrs 10 mos
State Registrations2 states
NJNY
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.
Elias Cohen - Financial Advisor | TrueAdvisor