Gregg Cohen, financial advisor Edwards CO
93 score

Gregg Cohen

CRD Number: 1375698
Current Firm: Lws Wealth Advisors Of Colorado, Inc.

Gregg Cohen (CRD# 1375698) is an Investment Advisor Representative working at Lws Wealth Advisors Of Colorado, Inc. in Edwards, CO and has over 20 years of experience in the finance industry.

Similar Advisors
Kenneth Cangilla, financial advisor Edwards CO
Kenneth Cangilla
CRD# 4158633
Sagepoint Financial, Inc.
Similar Advisors
Stuart Green, financial advisor Edwards CO
Stuart J. Green
CRD# 5713549
Western Wealth Management LLC
Similar Advisors
Steven Thompson, financial advisor Edwards CO
Steven J. Thompson
CRD# 4235625
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Lws Wealth Advisors Of Colorado, Inc. Edwards, CO Aug 2013 - Current 4
Bloomberg LP New York, NY Jun 2010 - Jul 2013 3
Unemployed N/a, NJ Aug 2009 - May 2010 < 1
Merrill Lynch Short Hills, NJ Feb 2008 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S66 NASAA Uniform Combined State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Gregg Cohen
Phone Number: 970-688-7310
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.