Stephen Cohn, financial advisor West Conshohocken PA
96 score

Stephen Cohn

CRD Number: 1966975
Current Firm: Sage Financial Group Inc.

Stephen Cohn (CRD# 1966975) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 27 years of experience in the finance industry. Stephen Cohn 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.

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Professional Designations
Company Name Location Dates Years
Sage Financial Group, Inc. W. Conshohocken, PA Oct 1991 - Current 25
Das Financial Services, Inc. W. Cohshohocken, PA Jan 2003 - Oct 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Feb 1991
Contact Info for Stephen L. Cohn
Phone Number: 484-342-4400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,545
    MILLIONS
  • Total Number of Accounts
    2,629
    ACCOUNTS
  • Average Account Value
    $587,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CT, DE, FL, HI, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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