Bradley Paul Cohen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 10/2013 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2006-05-25 → 2013-10-02
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

I*8228 For profit or not for profit: Name of outside business organization: brad cohenInvestment related: Address of business:atlanta, Georgia 30305Nature of business: ,Position, title, association: , Start date of relationship: 6/23/2019Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 1Duties: I*4745289, Entity Type Entity Charitable, Name of OBA: Jewish Kids Groups Address: atlanta Georgia 30308 Investment Related: Yes Position, Title, Association: Committee, Board Member Employee Start Date: 07/01/2026 No Hours: 20 Yearly No Hours during trading: 0 Duties: Help with the board with any finance questions. It is a national program for after school activities for Jewish children

Exams

• S66 Uniform Combined State Law Examination
  2006-05-24