Philip Cocce, financial advisor Bethesda MD

Philip Cocce

CRD Number: 6555620
Current Firm: Ameriprise Financial Services, LLC

Philip Cocce (CRD# 6555620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Bethesda, MD Apr 2021 - Current < 1
Unemployed Weymouth, MA Jan 2020 - Apr 2021 1
Tiaa Waltham, MA Sep 2018 - Jan 2020 1
Tiaa-cref Individual & Institutional Services, LLC Waltham, MA Sep 2018 - Jan 2020 1
Hsbc Securities (usa) Inc. Alexandria, VA Oct 2017 - Sep 2018 < 1
Hsbc Bank Usa, N.a. Alexandria, VA Sep 2017 - Sep 2018 1
Prudential Insurance Company Of America Needham, MA Dec 2015 - Sep 2017 1
Pruco Securities, LLC Needham, MA Aug 2015 - Sep 2017 2
Joes American Bar And Grill Boston, MA Jun 2015 - Aug 2015 < 1
Unemployed Brighton, MA Oct 2014 - May 2015 < 1
Inclusion First, LLC Canton, CT May 2014 - Sep 2014 < 1
Newbury College Brookline, MA Sep 2010 - May 2014 3
Nixon Peabody, LLP Boston, MA Sep 2013 - Nov 2013 < 1
Providence Bruins Providence, RI May 2013 - Aug 2013 < 1
Legal Seafoods Resturant Chestnut Hill, MA Jun 2013 - Jul 2013 < 1
Epoch At Waterstone Wellesley Wellsley, MA Nov 2012 - Jun 2013 < 1
Newington Parks And Recreation Newington, CT May 2010 - Aug 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Philip J. Cocce
Phone Number: 612-671-3131
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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