Gabriel S Cohen

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 10/2022
  E*Trade Securities Llc
  Chicago, IL
• 03/2022 → 04/2022
  Noramtec Consultants Americas Inc.
  Rochester, NY
• 02/2021 → 03/2022
  Kilroys On Kirkwood
  Bloomington, IN
• 04/2020 → 12/2020
  Doordash Inc
  San Francisco, CA
• 05/2020 → 05/2020
  Rushmen Logistics
  Columbus, OH
• 03/2019 → 08/2019
  Marketsource
  Alpharetta, GA
• 04/2019 → 08/2019
  Equinox
  New York, NY
• 08/2019 → 01/2022
  Indiana University
  Bloomington, IN
• 08/2016 → 02/2019
  Villanova University
  Villanova, PA
• 10/2022 → 10/2022
  E*Trade Capital Management, Llc
  Chicago, IL
• 10/2022 → 07/2023
  Morgan Stanley
  Oak Brook, IL
• 08/2023 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-11-10 → 2023-07-28
  Morgan Stanley
  Oak Brook, IL
• 2022-11-04 → 2022-11-10
  Harrisdirect Llc
  Arlington, VA
  Mahwah, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2022-09-21