Rochelle Cohen
Rochelle Cohen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Forest Hills, NY, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
6965 Yellowstone Blvd, Forest Hills, NY, 11375
Get directionsHistory
Regulatory History (1)
Customer Dispute
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Securities America, INC.Broker
The Dreyfus Service CorporationBroker
Bear, Stearns & CO. INC.Broker
Imperial Capital, LLCBroker
Ladenburg, Thalmann & CO., INC.Broker
M. J. Whitman, INC.Broker
Bear, Stearns & CO. INC.Broker
Brill Securities, INC.Broker
Seligman Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
L. F. Rothschild, Unterberg, TowbinBroker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
Oppenheimer & CO., 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.