Charles Richard Cohen
Investment adviser representative at MML Investors Services, LLC
16 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 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 feeOther
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
16 years in the industry.
- Massmutual Life Insurance CompanyNov 2024 to now
- MML Investors Services, LLCNov 2024 to now
- Bank of America, N.A.Jan 2011 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2010 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 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
- 5629401
- Firm CRD
- 10409