Gregory Cohn (CRD# 4441762) is an Investment Advisor Representative working at Maven Capital Partners, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maven Capital Partners, LLC | Atlanta, GA | Dec 2018 - Current | 5 |
| Mca Securities, LLC | Atlanta, GA | Jul 2018 - Current | 6 |
| Bridge Capital Associates, Inc. | Lilburn, GA | Feb 2018 - Dec 2018 | < 1 |
| Pnc Capital Advisors, LLC | Atlanta, GA | May 2015 - Feb 2018 | 2 |
| Pnc Funds Distributor | Atlanta, GA | May 2015 - Feb 2018 | 2 |
| Self Employed | Atlanta, GA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$4,876,214
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
GA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.