Alison
Cogan

Mra Advisory Group

CRD#6395327
Investment Advisor
in Parsippany, NJ

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About this Advisor

Alison Cogan is a financial advisor working in Parsippany, New Jersey who has 6 years of industry experience. Cogan is on the advisory team at Mra Advisory Group. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Maglin Miskiv & Associates, Niagara International Capital Limited and Mra Advisory Group. Cogan holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Mra Advisory Group is a registered investment business based out of Parsippany, NJ. The investment advisory business has offices in two locations and a total of 16 employees. It has $214 million in total assets among its 1,209 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,209 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees typically depend on the type of financial services provided. Fee types billed by Mra Advisory Group most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3799 Us Highway 46 Suite 100
Parsippany, NJ 07054

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Mra Advisory Group Brokerage Details

Total Assets Under Management

$213,519,270

NJ Average: $10,121,009,343
Total Number of Employees

16

NJ Average: 92
Total Number of Accounts

1,209

NJ Average: 6,978
Average Account Size

$176,608

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Alison Cogan Work History

Alison has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mra Advisory Group

2017 - 2017 (< 1 year)

Niagara International Capital Limited

2014 - 2017 (3 years)

Ameriprise Financial Services, Inc

2011 - 2015 (4 years)

Maglin Miskiv & Associates

*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 Alison Cogan 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 Mra Advisory Group

Dalton Chandler
Parsippany, NJ
Joseph Verile
Parsippany, NJ
Elizabeth Wahlig
Parsippany, NJ
Alison Cogan
Parsippany, NJ
Paul Plemenos
Parsippany, NJ
Nicholas Pirsos
Parsippany, NJ
Marco Lima
Parsippany, NJ
Adam Anderson
Parsippany, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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