Alan P 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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 07/2012 → 10/2022
  Capital One
  Melville, NY
• 07/2007 → 07/2017
  Northwell Health
  Syosset, NY

Other Businesses

I*1389268 For profit or not for profit: Entity Charitable Name of outside business organization: Glenwood Fire Department Investment related: N Address of business: Glenwood Landing, New York, 11547, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 7/10/2023 Number of hours devoted: 8 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , The Scholarship Committee is responsible for coaching and interviewing children of the members of the Fire Department as they begin their college journey. We review their resume and identify career opportunities. Everyone who completes an application an

Exams

• S66 Uniform Combined State Law Examination
  2023-06-06