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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Cohen is a registered investment advisor representative with The Colony Group, LLC. Aaron has been in the financial services industry since 1990. Aaron is registered in Connecticut, New York, and Texas. Aaron holds Series 7, 63 and 65 securities licenses. Aaron has experience working with clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and pooled investment vehicles. Previously, Aaron was employed with LADENBURG, THALMANN & CO., INC. from 1995 to 2004.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NY
11/07/2024 - Present
THE Colony Group, LLC (New York NY)
NY
10/03/1995 - 04/07/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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