Ilan Cohen is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
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Customer Dispute
June 2008Denied
Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2019 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - July 2019 · 9 yrs 9 mos
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
January 2009 - October 2009 · 9 mos
Citigroup Global Markets INC.Broker
November 2004 - January 2009 · 4 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2001 - November 2004 · 3 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.