Gabriel S Cohen
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Gabriel S Cohen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
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
10 years in the industry.
- Morgan StanleyAug 2023 to now
- Morgan StanleyOct 2022 to Jul 2023
- E*trade Capital Management, LLCOct 2022 to Oct 2022
- E*trade Securities LLCMay 2022 to Oct 2022
- Noramtec Consultants Americas Inc.Mar 2022 to Apr 2022
- Kilroys On KirkwoodFeb 2021 to Mar 2022
- Rushmen LogisticsMay 2020 to May 2020
- Doordash IncApr 2020 to Dec 2020
- Indiana UniversityAug 2019 to Jan 2022
- EquinoxApr 2019 to Aug 2019
- MarketsourceMar 2019 to Aug 2019
- Villanova UniversityAug 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7537407
- Firm CRD
- 149777