Adam Lee Cohler
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cohler Law FirmJul 2025 to now
- Cohler Financial AssociatesApr 2024 to now
- Adam L. CohlerMar 2024 to now
- United Planners' Financial Services of America A Limited PartnerAug 2023 to now
- United Planners Financial ServicesApr 2023 to now
- Abby N. Cohler, Esq. FirmJun 2023 to Jul 2025
- New Jersey Office of the Public DefenderSep 2021 to Jan 2023
- New Jersey Judiciary - Gloucester Cty. Superior CourtAug 2020 to Aug 2021
- UnemployedMay 2020 to Aug 2020
- Rutgers School of Law - CamdenAug 2017 to May 2020
- Greenblatt, Pierce, Funt and Flores LLCJun 2017 to May 2020
- Ramapo College of New JerseySep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 7703678
- Firm CRD
- 20804