BC
BC
Brandon Cohen is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 14 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2022Denied
Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - May 2022 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - May 2022 · 10 yrs 5 mos
State Registrations31 states
AZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMOMTNCNJNYOHPARISCTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.