Evan
Cohen

Stratos Wealth Partners, LTD

CRD#5788059
Investment Advisor
in San Diego, CA

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About this Advisor

Evan Cohen is a financial advisor based in San Diego, California, working with Stratos Wealth Partners, LTD. Evan has previously held positions at Edward Jones and Lpl Financial LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Evan is part of Stratos Wealth Partners, LTD, which operates out of San Diego, California. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12348 High Bluff Drive Suite 240
San Diego, CA 92130

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

CA Average: $2,106,341,625
Total Number of Employees

562

CA Average: 34
Total Number of Accounts

37,396

CA Average: 1,972
Average Account Size

$335,150

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Evan Cohen Work History

2023 - Present (1 year)

Lpl Financial LLC

2011 - 2023 (12 years)

Edward Jones

Disclosures

Please visit the SEC profile of Evan Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stratos Wealth Partners, LTD

Tonette Echols
Scottsdale, AZ
Kendra Bullock
Norfolk, VA
Heather Schramm
Baton Rouge, LA
Mark Ventura
Beachwood, OH
Matthew Traywick
Gallipolis, OH
Frank Van Kirk
Gulfport, MS
John Nilson
Scottsdale, AZ
Anne Dimon
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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