Thomas
Cohen

Janney Montgomery Scott LLC

CRD#7241214
Investment Advisor
in Garden City, NY

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About this Advisor

Thomas Cohen is a financial advisor based in Garden City, New York, working with Janney Montgomery Scott LLC. Thomas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Mechutan Fur Corporation, Bank Of America N.A, and Janney Montgomery Scott LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Thomas is part of Janney Montgomery Scott LLC, which operates out of Garden City, New York. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 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, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1001 Franklin Avenue Suite 202
Garden City, NY 11530

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$85,895,170,425

NY Average: $15,833,994,310
Total Number of Employees

2,295

NY Average: 41
Total Number of Accounts

226,034

NY Average: 3,342
Average Account Size

$380,010

NY Average: $4,737,880

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
  • Educational seminars/workshops

Thomas Cohen Work History

2021 - Present (3 years)

Janney Montgomery Scott LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America N.A

1988 - 2019 (31 years)

Mechutan Fur Corporation

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Disclosures

Please visit the SEC profile of Thomas 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 Janney Montgomery Scott LLC

Courtney Kasenchak
Williamsport, PA
George Zaki
New York, NY
William Sewell
Raleigh, NC
Scott Kaminsky
Berwyn, PA
Michael Mccarron
Philadelphia, PA
Michael Adler
Cockeysville, MD
Cassandra Beres
Sewickley, PA
James Bryant
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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