Michael Cohen, financial advisor Owings Mills MD

Michael Cohen

CRD Number: 2828880
Current Firm: Glass Jacobson Wealth Advisors

Michael Cohen (CRD# 2828880) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Jan 2001 - Current 23
Glass Jacobon Owings Mills, MD May 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Michael W. Cohen
Phone Number: 410-356-1000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    770
    MILLIONS
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $436,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

CA, DC, DE, FL, MD, NC, NJ, NY, OH, PA, VA, WV

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