Alexander C 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
TX	RA	APPROVED	2022-08-11
FL	RA	APPROVED	2022-08-05

Branch Locations

2301 Se Monterey Rd, Stuart, FL 34996 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Stuart	FL	12/2021	Present
Next Era Energy	Juno Beach	FL	05/2020	11/2020
Island Hospitality Management	West Palm Beach	FL	09/2014	03/2020
Florida Atlantic University	Boca Raton	FL	11/2020	12/2021
Bank Of America, N.A.	Stuart	FL	05/2022	Present

12/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stuart, FL
05/2020 → 11/2020

Next Era Energy

Juno Beach, FL
09/2014 → 03/2020

Island Hospitality Management

West Palm Beach, FL
11/2020 → 12/2021

Florida Atlantic University

Boca Raton, FL
05/2022 → Present

Bank Of America, N.A.

Stuart, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-01