BC
BC

Benjamin Cohn

1 Year of Experience
Martinsville, NJ
BrokerSells Insurance

Benjamin Cohn is a registered investment advisor at Cetera Investment Advisers LLC, based in Martinsville, NJ, with 1 years of industry experience. Benjamin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

792 Chimney Rock Road, Suite D, Martinsville, NJ, 08836

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History

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.

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Other Business ActivitiesSells Insurance

Benjamin is an insurance agent selling fixed insurance products since February 2024, dedicating full-time hours to this activity. He also works as a financial advisor for Allied Wealth Partners since August 2024, spending full-time hours on sales and marketing.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
July 2024 - Present · 1 yr 10 mos
State Registrations14 states
DEFLGAIDMEMINCNHNJNYOHPASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.