Marko Cohen
Marko Cohen is a registered investment advisor at Cetera Investment Advisers LLC, based in New Haven, CT, with 2 years of industry experience. Marko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
470 James Street, New Haven, CT, 06513
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Marko works as a financial professional at Wooster Square Advisors, spending about a quarter of his time establishing financial plans, servicing client accounts, and allocating investments. Marko also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations6 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.