Ross Cohen

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	02/2026	Present
Document Solutions	Kenilworth	NJ	08/2020	06/2025
Yelp	New York	NY	01/2020	07/2020
Element Six Concepts	Bridgewater	NJ	04/2018	06/2019
Unemployed	Hoboken	NJ	07/2025	02/2026
Dean College	Franklin	MA	09/2014	04/2018
Unemployed	Livingston	NJ	04/2018	01/2019
Temple Beth Shalom	Franklin	MA	06/2013	12/2017
Unemployed	Bridgewater	NJ	07/2019	12/2019
Bank Of America, N.A.	New York	NY	03/2026	Present

02/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2020 → 06/2025

Document Solutions

Kenilworth, NJ
01/2020 → 07/2020

Yelp

New York, NY
04/2018 → 06/2019

Element Six Concepts

Bridgewater, NJ
07/2025 → 02/2026

Unemployed

Hoboken, NJ
09/2014 → 04/2018

Dean College

Franklin, MA
04/2018 → 01/2019

Unemployed

Livingston, NJ
06/2013 → 12/2017

Temple Beth Shalom

Franklin, MA
07/2019 → 12/2019

Unemployed

Bridgewater, NJ
03/2026 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-06

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