Gideon
Cohn

Commonwealth Financial Network

CRD#6402080
Investment Advisor
in Tarrytown, NY

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About this Advisor

Gideon Cohn is a certified financial planner based in Tarrytown, New York with a total of 2 years of industry experience. Cohn works at Commonwealth Financial Network. The advisor has gained experience at Highbridge Financial Group, Republic Airways, Peninsula Airways, Hampton Airfield and Commonwealth Financial Network. Cohn holds a Series 63 license, designating them as a securities agent, and is registered to operate in New York. Commonwealth Financial Network is a registered investment company headquartered in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in total assets across its 585,629 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad assortment of services, such as 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 and educational seminars. Fees for financial management largely vary depending on the type of services. However, fee types billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

660 White Plains Road Suite 155
Tarrytown, NY 10591

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

NY Average: $16,012,751,954
Total Number of Employees

4,300

NY Average: 118
Total Number of Accounts

585,629

NY Average: 4,567
Average Account Size

$249,965

NY Average: $3,506,186

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

Gideon Cohn Work History

Gideon has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Commonwealth Financial Network

2014 - Present (10 years)

Highbridge Financial Group

2014 - Present (10 years)

Republic Airways

2013 - 2014 (1 year)

Peninsula Airways

2012 - 2013 (1 year)

Hampton Airfield

*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 Gideon Cohn 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Christopher Mitchell
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Laura Jastrab
Waltham, MA
Michael Legacy
San Diego, CA
Daniel Levinson
Philadelphia, PA
Brandon Wolk
Pittsford, NY
Seth Penney
Iowa City, IA

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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