Randall Cohen, financial advisor Princeton NJ

Randall Cohen

CRD Number: 3163483
Current Firm: Advice And Planning Services

Randall Cohen (CRD# 3163483) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Princeton, NJ Nov 2015 - Current 8
Tiaa Princeton, NJ Nov 2015 - Current 8
Fidelity Investments Philadelphia, PA Sep 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Randall C. Cohen
Phone Number: 212-490-9000
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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