August Cohen, financial advisor Portland OR

August Cohen

CRD Number: 7100378
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

August Cohen (CRD# 7100378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Portland, OR Sep 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland, OR Aug 2019 - Current 3
Northwestern Mutual Portland, OR May 2019 - Aug 2019 < 1
First Interstate Bank Bend, OR Apr 2017 - Apr 2019 2
Nw Kind LLC Bend, OR Oct 2016 - Apr 2017 < 1
Local Joe Inc. Bend, OR Jul 2015 - Oct 2016 1
Central Oregon Community College Bend, OR Sep 2015 - Jun 2016 < 1
Togos Eatery Bend, OR Jul 2013 - Jul 2015 2
Central Oregon Community College Bend, OR Sep 2013 - Jun 2014 < 1
Broken Top Club Bend, OR Jun 2010 - Jul 2013 3
Summit High Shool Bend, OR Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for August R. Cohen
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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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