Marko Cohen
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 fee
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
23 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCApr 2023 to now
- Wooster Square AdvisorsApr 2023 to now
- Park Avenue Securities LLCJan 2023 to Mar 2023
- Guardian Life Insurance CompanyMay 2022 to Oct 2022
- StudentJun 2000 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7563941
- Firm CRD
- 105644