Douglas
Cohen
Fiduciary Trust International, LLC
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About this Advisor
Douglas Cohen is a financial advisor based out of Lincoln, Massachusetts with 6 years of relevant experience. Cohen is an advisor for Fiduciary Trust International, LLC. Their career trajectory has included roles at Eachwin Capital, Athena Capital Advisors LLC, Fiduciary Trust International, LLC, Franklin Templeton Financial Services Corp and Franklin Distributors, LLC. Cohen maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and New York. Fiduciary Trust International, LLC is an advisory business based in Lincoln, MA. The firm has offices in two locations and a total of 48 advisors. It administers $5 billion in total assets among its 471 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 471 client accounts, 75% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on which services are offered. However, fee types charged by Fiduciary Trust International, LLC likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciary Trust International, LLC Brokerage Details
$5,224,573,345
48
471
$11,092,512
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
- Selection of other advisers
Douglas Cohen Work History
Douglas has been registered as a financial advisor for 6 years.*
Franklin Distributors, LLC
Fiduciary Trust International, LLC
Franklin Templeton Financial Services Corp
Athena Capital Advisors LLC
Eachwin Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas 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 Fiduciary Trust International, LLC
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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