WC
WC

William Cohen

8 Years of Experience
Denver, CO
Broker

William Cohen is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 8 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

1550 Market Street, Suite 600, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William owns Chicago Sole, a sneaker re-sale business on Ebay, since 2013. He spends minimal time on this activity outside of business hours, and it is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
State Registrations15 states
AZCACOFLIAIDILINMAMINCNVNYOHTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.