Brodie Trister Cohen
Investment adviser representative at Cohen Capital Management Inc
10 yearsExperience
1 stateRegistered in
$1BFirm assets
31 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cohen Capital Management, IncAug 2023 to now
- Epiq Capital Group, LLCDec 2020 to Jul 2023
- Cohen Capital ManagementJul 2020 to Nov 2020
- UnemployedMay 2020 to Jul 2020
- Attended Colgate UniversityAug 2019 to May 2020
- Prime FinanceJun 2019 to Aug 2019
- Attended Colgate UniversityAug 2018 to May 2019
- UnemployedJul 2018 to Aug 2018
- Tuck Bridge Program DartmouthJun 2018 to Jul 2018
- Attended Colgate UniversityAug 2017 to May 2018
- Cohen Capital ManagementJun 2017 to Aug 2017
- Attended Colgate UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cohen Capital Management Inc
$1BAssets managed
110Clients
1Advisers
31 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
- 7318721
- Firm CRD
- 107903