Barry Cohen (CRD# 1725177) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Manhasset, NY and has over 36 years of experience in the finance industry. Barry Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 6073230
Citigroup Global Markets Inc.
CRD# 5414137
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors, Inc. | New York City, NY | Mar 2022 - Current | 2 |
| Mercer Global Advisors, Inc. | New York City, NY | Sep 2021 - Mar 2022 | < 1 |
| Mercer Global Advisors Inc. | Manhasset, NY | Aug 2020 - Sep 2021 | 1 |
| Wealth Advice And Management LLC | West Hampstead, NY | Jan 2011 - Aug 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
- CO
- NH
- NY
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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