Oded Cohen
Oded Cohen is a registered investment advisor at Osaic Wealth, INC., based in Roswell, GA, with 28 years of industry experience. Oded 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
Roswell, GA
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Customer Dispute
April 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Oded is an advisor with Cohen Wealth Strategies, LLC, providing investment advice. Oded is also an insurance agent, a role he has held since 2000.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sentry Equity Services, INC.Broker
Canada Life of America Financial Services, INC.Broker
State Registrations7 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.