Best Investors Account Sign in

Douglas Matthew Cohen

Fiduciary Trust International, LLC

Lincoln, MA

New York, NY

Claim This Profile
Current Employers
Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-14
MA RA APPROVED 2017-08-31
  • NY RA
    APPROVED
    Since 2021-02-14
  • MA RA
    APPROVED
    Since 2017-08-31

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

150 E. 52Nd Street Suite 21001, New York, NY 10022 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eachwin Capital New York NY 04/2012 04/2017
Athena Capital Advisors Llc Lincoln MA 04/2017 06/2020
Fiduciary Trust International, Llc Lincoln MA 06/2020 Present
Franklin Templeton Financial Services Corp New York NY 04/2021 07/2021
Franklin Distributors, Llc New York NY 07/2021 Present
  • 04/2012 → 04/2017
    Eachwin Capital
    New York, NY
  • 04/2017 → 06/2020
    Athena Capital Advisors Llc
    Lincoln, MA
  • 06/2020 → Present
    Fiduciary Trust International, Llc
    Lincoln, MA
  • 04/2021 → 07/2021
    Franklin Templeton Financial Services Corp
    New York, NY
  • 07/2021 → Present
    Franklin Distributors, Llc
    New York, NY
Other Businesses

JOIN Israel (New York, NY), Board of Directors since 2012

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-22
S65 Uniform Investment Adviser Law Examination 2017-08-30
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22
  • S65 Uniform Investment Adviser Law Examination
    2017-08-30
Other Names
  • Douglas Cohen

View on SEC IAPD

Other Firms

PEAR TREE PARTNERS, LP
PEAR TREE ADVISORS, INC.
U. S. BOSTON CAPITAL CORPORATION
BTS ASSET MANAGEMENT, INC.
ROBERTSON STEPHENS
LPL FINANCIAL LLC
INGENIQ CAPITAL
BOSTON HARBOR INVESTMENT MANAGEMENT

Other Investors

MATTHEW ADAM KATZ
Rohan Khushroo Shroff
TYLER PERRY RODDAY
Alex Matthew Paul
KATHERINE DUFFY BURKE
ERICK ROSCOE RAWLINGS
ADAM E SOULIERE
JEFFREY SMITH FINKELMAN

Other Offices

PEAR TREE PARTNERS, LP · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
BTS ASSET MANAGEMENT, INC. · LINCOLN, MA
ROBERTSON STEPHENS · Lincoln, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
LPL FINANCIAL LLC · HANSCOM A F B, MA

More in Lincoln, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor