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Eduardo Cohen

Truist Advisory Services, Inc.

Bal Harbour, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-03
FL RA APPROVED 2023-10-20
  • TX RA
    APPROVED
    Since 2025-09-03
  • FL RA
    APPROVED
    Since 2023-10-20

Branch Locations

9600 Collins Ave Fl 2, Bal Harbour, FL 33154 • 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
OrganizationCityStateFromTo
Enermax Aventura FL 04/2011 07/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2018 10/2023
Morgan Stanley Miami FL 07/2018 10/2023
Truist Investment Services, Inc Bal Harbour FL 10/2023 Present
Truist Advisory Services, Inc Bal Harbour FL 10/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2018 Present
  • 04/2011 → 07/2018
    Enermax
    Aventura, FL
  • 10/2018 → 10/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2018 → 10/2023
    Morgan Stanley
    Miami, FL
  • 10/2023 → Present
    Truist Investment Services, Inc
    Bal Harbour, FL
  • 10/2023 → Present
    Truist Advisory Services, Inc
    Bal Harbour, FL
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-12
  • S66 Uniform Combined State Law Examination
    2018-06-12

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOR, FL
J.P. MORGAN SECURITIES LLC · SURFSIDE, FL
CITIGROUP GLOBAL MARKETS INC. · Surfside, FL
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC · BAL HARBOUR, FL
BETTER WAY LLC · BAL HARBOUR, FL
FLAGSTICK CAPITAL PARTNERS LLC · NORTH MIAMI, FL

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