Mark Cohen is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 45 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, 02109
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 16 yrs
Morgan StanleyBroker
July 2010 - Present · 16 yrs
Previous Registrations
LPL Financial Corporation
April 2010 - June 2010 · 2 mos
LPL Financial CorporationBroker
September 2009 - June 2010 · 9 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
May 1990 - March 1999 · 8 yrs 10 mos
Jonathan Alan & CO., INC.Broker
January 1989 - May 1990 · 1 yr 4 mos
Pfg Securities, INC.Broker
July 1988 - January 1989 · 6 mos
J. T. Moran & CO., INC.Broker
May 1988 - July 1988 · 2 mos
Buttonwood Securities Corporation of MassachusettsBroker
May 1982 - May 1988 · 6 yrs
Burgess & Leith IncorporatedBroker
April 1981 - April 1982 · 1 yr
Fidelity Brokerage Services, INC.Broker
November 1980 - March 1981 · 4 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.