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Scott Benjamin Cohen

Charles Schwab & CO., Inc.

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About Scott Benjamin Cohen

Scott Cohen is a financial advisor with over 25 years of experience in the industry. Scott has been with Charles Schwab & CO., Inc. since December 2019 and has held previous roles at Ameriprise Financial Services, Inc., Hennion & Walsh, Inc., R. Seelaus & Co.,INC., and J. B. Hanauer & CO.. Scott is licensed to provide investment advice in New Jersey and New York. He is also a registered principal with FINRA. Scott's experience and expertise make him a valuable resource for clients seeking financial advice.

Firm Information

Scott Cohen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Scott Cohen’s Registration & Firm History

NJ

04/22/2021 - Present

Charles Schwab & CO., Inc. (Mendham NJ)

NJ

02/14/2006 - 12/24/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Morristown NJ)

NJ

12/13/2002 - 02/03/2006

HENNION & WALSH, INC. (PARSIPPANY NJ)

NJ

05/21/2001 - 12/21/2002

R. SEELAUS & CO.,INC. (CHATHAM NJ)

NJ

11/21/2000 - 05/16/2001

J. B. HANAUER & CO. (PARSIPPANY NJ)

NJ

11/24/1993 - 09/25/2000

J. B. HANAUER & CO. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 09/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Scott Benjamin Cohen.
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