David Cohen (CRD# 2459808) is an Investment Advisor Representative working at Sterling Financial Management, Inc. in Morristown, NJ and has over 29 years of experience in the finance industry. David Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Somerset, NJ | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Somerset, NJ | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- NJ
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Total Assets Under Management6MILLIONS
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Total Number of Accounts9ACCOUNTS
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Average Account Value$664,859
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ
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