Edwin Kohn, financial advisor Camden SC

Edwin Kohn

CRD Number: 2478566
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Edwin Kohn (CRD# 2478566) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Camden, SC and has over 29 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Bank Of America, N.a. Camden, SC Dec 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia, SC Jun 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Edwin R. Kohn
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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