Marc
Cohen
Stifel, Nicolaus & Company, Inc
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About this Advisor
Marc Cohen is a financial advisor based in Los Angeles, California, working with Stifel, Nicolaus & Company, Inc. Marc has previously held positions at Wells Fargo Advisors LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, and Stifel, Nicolaus & Company, Inc. Marc has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Marc is part of Stifel, Nicolaus & Company, Inc, which operates out of Los Angeles, California. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Marc Cohen Work History
Stifel, Nicolaus & Company, Inc
Morgan Stanley
Morgan Stanley Private Bank, National Association
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Marc Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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