Ross
Cohen
Park Avenue Securities LLC
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About this Advisor
Ross Cohen is a financial advisor based out of Melville, New York who has 6 years of relevant experience. Cohen is an advisor for Park Avenue Securities LLC. Over the course of their career, Cohen has held roles at Morgan Stanley Smith Barney, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Lendio, Guardian Life Insurance Company and Park Avenue Securities. Cohen maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in California, Connecticut, Delaware, Florida, Indiana, Maryland, Massachusetts, Minnesota, New Jersey, New York and Virginia. Park Avenue Securities LLC is an advisory company based in New York, NY. The company has offices in 385 locations and a total of 1,825 financial advisors. It oversees $10 billion in assets under management across its 57,359 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ross Cohen Work History
Ross has been registered as a financial advisor for 6 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Lendio
Morgan Stanley Smith Barney
*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 Ross 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 Park Avenue Securities LLC
Portsmouth, NH
Alpharetta, GA
Claremont, CA
Port Chester, NY
Allentown, PA
Mount Pleasant, SC
Buffalo, NY
Liberty Hill, TX
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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