SC
SC

Susan Cohan

7 Years of Experience
Boston, MA
Broker

Susan Cohan is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 7 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

28 State Street 26th Floor, Boston, MA, 02110

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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

Susan serves as Power of Attorney in two instances since 2017, both investment-related. These activities require minimal time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 5 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
November 2018 - December 2020 · 2 yrs 1 mo
UBS Financial Services INC.Broker
July 2018 - December 2020 · 2 yrs 5 mos
State Registrations32 states
AZCACOCTDCDEFLGAILINKYMAMDMEMNMONCNHNJNMNVNYOHORPARISCTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.