Barry
Cohen
Mercer Global Advisors Inc
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About this Advisor
Barry Cohen is a financial advisor based in Manhasset, New York, working with Mercer Global Advisors Inc. Barry has previously held positions at Wealth Advice And Management LLC, Mercer Global Advisors Inc, and Mercer Global Advisors, Inc. Barry has passed the Series 63 regulatory exam and is registered to provide services in Colorado, New Hampshire, New York, and Texas. Currently, Barry is part of Mercer Global Advisors Inc, which operates out of Manhasset, New York. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 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, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Barry Cohen Work History
Mercer Global Advisors, Inc
Mercer Global Advisors, Inc
Mercer Global Advisors Inc
Wealth Advice And Management LLC
Disclosures
Please visit the SEC profile of Barry 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 Mercer Global Advisors Inc
Denver, CO
Wheat Ridge, CO
Houston, TX
Denver, CO
Dallas, TX
Walnut Creek, CA
New York, NY
Appleton, WI
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