Alexander M Cohen
Investment adviser representative at 3roots Wealth Partners LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$92.6MFirm assets
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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
Experience
10 years in the industry.
- 3roots Wealth Partners, LLCSep 2025 to now
- Bradley Wealth Management, LLCJun 2020 to Sep 2025
- UnemployedDec 2019 to Jun 2020
- Prudential Insurance Company of AmericaMar 2019 to Nov 2019
- Prudential Investment Management Services LLCMar 2019 to Nov 2019
- Park Avenue SecuritiesMay 2018 to Feb 2019
- Guardian Life Insurance CompanyJul 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
3roots Wealth Partners LLC
$92.6MAssets managed
112Clients
3Advisers
1 yearIn 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
- 6692604
- Firm CRD
- 338300