Gregg Cohen

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-12

NY RA
APPROVED

Since 2021-04-12

Branch Locations

395 North Service Road Suite 206, Melville, NY 11747 • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	06/2013	06/2020
Equitable Advisors, Llc	New York	NY	06/2013	Present

06/2013 → 06/2020

Axa Advisors, Llc

New York, NY
06/2013 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

Other insurance - DI, Health, LIBERTY TAX SERVICE-PARK AVE,LONG BEACH,NY 11561-TAX PREPARER 40HRS/MONTH; GREGG COHEN ATTORNEY AT LAW, TRUSTS WILLS AND ESTATESNational Life Group Trusted American Insurance AgencyAshar Group; Board of Directors/Secretary - St James Smithtown Little League., 5hrs/month;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-04

S66 Uniform Combined State Law Examination

2013-06-04

View on SEC IAPD