Andrea CohenCRD Number: 5652112
Current Firm: Vanguard Advisers, Inc.
Andrea Cohen (CRD# 5652112) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 13 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Sep 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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