TrueAdvisor
TrueAdvisor
AC
AC

Aaron Cohen

Focus Partners Wealth, LLC
30 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Focus Partners Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

599 Lexington Ave, 14th Floor, Suite B, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Focus Partners Wealth, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Gyl Financial Synergies, LLC
April 2023 - December 2024 · 1 yr 8 mos
Financial Partners Capital Management, LLC
December 1994 - March 2023 · 28 yrs 3 mos
State Registrations3 states
CTNYTX
Advisor
Exams
No exam information available for this advisor.