Glen Cohen
Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- EquitableJul 2025 to now
- Equitable Advisors, LLCJul 2025 to now
- Osaic Wealth, Inc.Sep 2023 to Jul 2025
- LPL FinancialAug 2018 to Sep 2023
- UnemployedJan 2018 to Jul 2018
- Nationwide Investment Services CorpDec 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2028355
- Firm CRD
- 6627