Susan Cohn
Susan Cohn is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, with 45 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
401 Franklin Avenue, Suite 320, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Kirlin Securities INC.Broker
A. F. Green & Company, INC.Broker
First Long Island Securities INC.Broker
Broadchild Securities CORP.Broker
Rooney, Pace INC.Broker
State Registrations19 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.
Exams
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