Cherie 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

• 09/2015 → 10/2017
  Omnia Family Wealth
  Aventura, FL
• 09/2015 → 10/2017
  Purshe Kaplan Sterling Investments
  Aventura, FL
• 12/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jericho, NY
• 10/2017 → 03/2018
  Unemployed
  Dania Beach, FL
• 03/2018 → 12/2018
  Private Prep
  Port Washuington, NY

Previous Registrations

• 2009-06-19 → 2015-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-12-21
• S63 Uniform Securities Agent State Law Examination
  1992-10-30

Other Names

• Cherie Dale Zietchick
• Cherie Dale Cohen
• Cherie Cohen Fischer