Scott Cohen
Investment adviser representative at Winthrop Wealth
17 yearsExperience
1 stateRegistered in
$3.1BFirm assets
9 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
Experience
17 years in the industry.
- Winthrop WealthApr 2026 to now
- Eagle Strategies LLCMay 2018 to Apr 2026
- Nylife SecuritiesAug 2009 to Apr 2026
- New York Life InsuranceMay 2009 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 5662667
- Firm CRD
- 288178