Julia
Cohen

Morgan Stanley

CRD#1682169
Investment Advisor
in Albuquerque, NM

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About this Advisor

Julia Cohen is a financial advisor operating out of Albuquerque, New Mexico, who has been in the financial industry for 11 years. Cohen currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Cohen has a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Colorado, New Mexico and Texas. Morgan Stanley is a registered investment business based in Albuquerque, New Mexico. The firm has offices in 726 locations and a total of 25,600 employees. It handles $904 billion in assets across its 1,863,328 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

6565 America'S Parkway Ne Ste 400
Albuquerque, NM 87110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

NM Average: $7,464,549,021
Total Number of Employees

25,600

NM Average: 88
Total Number of Accounts

1,863,328

NM Average: 3,892
Average Account Size

$485,315

NM Average: $1,917,921

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Investment Advisory Services

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

Julia Cohen Work History

Julia has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2009 - Present (12 years)

Morgan Stanley Smith Barney

Disclosures

Julia Cohen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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