Ross Cohen
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
9 years in the industry.
- Rmc Wealth ServicesOct 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Outside Insurance SalesJan 2025 to now
- Hd Insurance ServicesJan 2020 to now
- Hochheiser Deutsch & Co.Jul 2017 to now
- Avantax Advisory ServicesMay 2025 to Sep 2025
- Avantax Insurance Agency, LLCMay 2025 to Sep 2025
- Avantax Investment Services, Inc.May 2025 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Mar 2025 to Sep 2025
- Guardian Life Insurance Co of AmericaJun 2017 to May 2025
- Park Avenue Securities, LLCJun 2017 to May 2025
- LendioJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2504249
- Firm CRD
- 105644