Leam F Cohen

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2020 → 10/2022
  Morgan Stanley
  New York, NY
• 06/2019 → 08/2019
  Warnermedia
  New York, NY
• 08/2018 → 11/2018
  Keith Titus Corporation
  Weedsport, NY
• 08/2015 → 11/2017
  Jerome Cohen Audit Service Inc
  New Rochelle, NY
• 05/2014 → 09/2017
  Beach Point Club
  Mamaroneck, NY
• 08/2016 → 05/2020
  Syracuse University
  Syracuse, NY
• 05/2024 → 10/2024
  Rockefeller Capital Management
  Jersey City, NJ
• 05/2024 → 10/2024
  Rockefeller Financial Llc
  Jersey City, NJ
• 10/2022 → 04/2024
  Morgan Stanley
  New York, NY
• 11/2024 → Present
  Rockefeller Financial Llc
  Ny, NY
• 11/2024 → Present
  Rockefeller Capital Management
  Ny, NY

Previous Registrations

• 2020-09-11 → 2024-04-11
  Morgan Stanley
  Purchase, NY
  New York, NY
  Purchase, NY
  New Rochelle, NY
  Purchase, NY
  New York, NY
  New Rochelle, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11

Other Names

• Leam Cohen Frederick