Harris G Cohen
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
3 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2023 to now
- HightowerJul 2021 to Apr 2023
- Schneck Law GroupJun 2020 to Jun 2021
- UnemployedAug 2019 to Jun 2020
- Wells Fargo AdvisorsJun 2019 to Aug 2019
- UnemployedJul 2018 to Jun 2019
- Schneck Law Group LLCMay 2018 to Jul 2018
- UnemployedAug 2017 to May 2018
- Ml Cutler InsuranceJun 2017 to Aug 2017
- StudentMar 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6990850
- Firm CRD
- 19616