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Barry Cohen

Mercer Global Advisors Inc.

Manhasset, NY

Denver, CO

CRD 1725177

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-08-21
TX RA APPROVED 2023-08-21
NY RA APPROVED 2021-08-31
CO RA APPROVED 2021-02-01
  • NH RA
    APPROVED
    Since 2023-08-21
  • TX RA
    APPROVED
    Since 2023-08-21
  • NY RA
    APPROVED
    Since 2021-08-31
  • CO RA
    APPROVED
    Since 2021-02-01

Branch Locations

1129 Northern Blvd Suite 404, Manhasset, NY 11030 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Wealth Advice And Management Llc West Hampstead NY 01/2011 08/2020
Mercer Global Advisors Inc. Manhasset NY 08/2020 09/2021
Mercer Global Advisors, Inc New York City NY 09/2021 03/2022
Mercer Global Advisors, Inc New York City NY 03/2022 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-19
  • S63 Uniform Securities Agent State Law Examination
    1987-11-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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ALEX HWAN KIM
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Nearby Offices

OSAIC WEALTH, INC. · MANHASSET, NY
OSAIC WEALTH, INC. · Manhasset, NY
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