Ross Cohn (CRD# 7277229) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Sage Financial Group, Inc. | West Conshohocken, PA | Sep 2021 - Current | 2 |
Ubs Financial Services Inc. | Weehawken, NJ | Jul 2020 - Sep 2021 | 1 |
Pitchbook Data Inc. | New York, NY | Aug 2019 - Jul 2020 | < 1 |
University Of Wisconsin Madison | Madison, WI | Sep 2015 - Jul 2019 | 3 |
National Basketball Association | New York, NY | Jun 2018 - Aug 2018 | < 1 |
Philadelphia 76ers | Camden, NJ | Jun 2017 - Aug 2017 | < 1 |
Marathon Mortgage Services | Blue Bell, PA | Jun 2015 - Aug 2015 | < 1 |
Harriton High School | Rosemont, PA | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- PA
-
Total Assets Under Management3,213MILLIONS
-
Total Number of Accounts3,917ACCOUNTS
-
Average Account Value$820,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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