Brett A Cohen

Employer firm

Evolve Private Wealth, LLC CRD 333932

$2.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2017 → 09/2017
  Independent Financial Group, Llc
  Lewiston, NY
• 08/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2015 → 09/2018
  American Express Company
  New York, NY
• 01/2019 → 02/2026
  Morgan Stanley & Co. Llc
  New York, NY
• 02/2026 → Present
  Evolve Private Wealth, Llc
  New York, NY
• 01/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-02-04 → 2026-02-19
  Morgan Stanley
  New York, NY
• 2018-08-24 → 2019-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2017-07-12 → 2017-09-14
  Independent Financial Group, Llc
  Lewiston, NY
• 2014-10-27 → 2015-08-28
  Morgan Stanley
  New York, NY

Other Businesses

1) Licensed insurance agent; Not investment-related; New York, NY, 10022; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) RPVVC1 LLC; Investment related; New York, NY. 10022; Investing in one VC Fund; Member ; 9/23/2019; 1 hour per month; 0 during trading hours; Entity used to fund capital calls 3) BJC Living LLC; Investment related; New York, NY. 10022; Real Estate; Sole Proprietor/Owner; 09/15/2020; 1 hour per month; 0 during trading hours; Holding company for private real estate investments

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23

Other Names

• Brett Cohen
• Brett Alexander Cohen