Andrew B Cohen

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2020 → Present
  Ameriprise Financial Services, Llc
  New York, NY
• 06/2018 → 10/2019
  Tortoise Investment Management
  White Plains, NY
• 11/2019 → 01/2020
  Unemployed
  New York, NY
• 09/2017 → 05/2018
  College
  Ann Arbor, MI
• 06/2017 → 08/2017
  Charles Schwab
  Phoenix, AZ
• 09/2015 → 05/2017
  College
  Ann Arbor, MI

Other Businesses

Business Ownership; Andrew Benjamin Cohen; Owner; Manage Ameriprise Business; 1345 Avenue of the Americas, 2nd Floor, Office #2022, New York, NY, 10105; Investment-Related; 08/06/2024; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; MAB NYC LLC; Assistant; Manage advisory business; 1345 Avenue of the Americas, 2nd Floor, Office #2022, NEW YORK, NY, 10105; Investment-Related; 03/18/2024; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Other Names

• Andrew B Cohen
• Andrew Cohen