Matthew Cohen (CRD# 7265509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Jun 2020 - Current | 3 |
| Bank Of America, N.a. | Boston, MA | Jun 2020 - Current | 3 |
| University Of New Hampshire | Durham, NH | Aug 2016 - May 2020 | 3 |
| Unh Museum Of Art | Durham, NH | Feb 2018 - Mar 2020 | 2 |
| Bank Of America | Boston, MA | Jun 2019 - Sep 2019 | < 1 |
| Veris Wealth Partners | Portsmouth, NH | Jun 2018 - Sep 2018 | < 1 |
| Unh Hamel Recreation Center | Durham, NH | May 2018 - Jul 2018 | < 1 |
| Unh Office Of First Year Programs | Durham, NH | May 2017 - Jun 2017 | < 1 |
| Wallingford Park And Recreation | Wallingford, CT | Jun 2015 - Jun 2017 | 2 |
| Cheshire Academy High School | Cheshire, CT | Jul 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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