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Jeffrey Kyle Cohen

Rbc Private Counsel (Usa) Inc.

Victoria

CRD 7812039

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Employer firm

Rbc Private Counsel (Usa) Inc. CRD 109648

$7.89B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Rbc Private Counsel (Usa) Inc.

155 Wellington Street West, 17Th Floor Rbc Centre, Toronto, On M5V 3K7 • Canada

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-27
  • TX RA
    APPROVED_RES
    Since 2023-11-27

Branch Locations

4Th And 5Th Floor, St. Andrew's Square Ii 730 View Street, Victoria V8W 3Y7 • Canada

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
Bmo Nesbitt Burns Inc. Toronto 12/2004 05/2022
Rbc Dominion Securities Toronto 05/2022 Present
Rbc Wealth Management Financial Services Inc. Toronto 06/2022 Present
Rbc Private Counsel (Usa) Inc. Toronto 10/2022 Present
  • 12/2004 → 05/2022
    Bmo Nesbitt Burns Inc.
    Toronto
  • 05/2022 → Present
    Rbc Dominion Securities
    Toronto
  • 06/2022 → Present
    Rbc Wealth Management Financial Services Inc.
    Toronto
  • 10/2022 → Present
    Rbc Private Counsel (Usa) Inc.
    Toronto

View on SEC IAPD

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