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Susan Cohn
45 Years of Experience
Garden City, NY
1 DisclosureBroker
Susan Cohn is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
401 Franklin Avenue, Suite 320, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2011 - December 2014 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
July 2010 - July 2017 · 7 yrs
Janney Montgomery Scott LLC
August 2006 - August 2010 · 4 yrs
Janney Montgomery Scott LLCBroker
May 2002 - August 2010 · 8 yrs 3 mos
Kirlin Securities INC.Broker
November 1988 - May 2002 · 13 yrs 6 mos
A. F. Green & Company, INC.Broker
April 1988 - November 1988 · 7 mos
First Long Island Securities INC.Broker
December 1985 - April 1988 · 2 yrs 4 mos
Broadchild Securities CORP.Broker
November 1985 - November 1985 · 0 mos
Rooney, Pace INC.Broker
June 1980 - July 1985 · 5 yrs 1 mo
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.