Andrew Cohen is a CFA-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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
1585 Broadway, New York, NY, 10036
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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 →Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Morgan Stanley
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
E*trade Capital Management, LLC
July 2015 - September 2023 · 8 yrs 2 mos
E*trade Securities LLCBroker
June 2015 - September 2023 · 8 yrs 3 mos
Mariner Wealth Advisors
November 2014 - April 2015 · 5 mos
Morgan Stanley Smith Barney LLC
March 2011 - October 2011 · 7 mos
Morgan Stanley Smith BarneyBroker
March 2011 - October 2011 · 7 mos
Citigroup Global Markets INC.
January 2007 - March 2011 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
September 2006 - March 2011 · 4 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.