AC
AC

Alison C Cogan

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
401 clients
Average Client Portfolio
$732K average
Assets Under Management
$293.6M

Fee Structure

Minimum Investment:$50K
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Location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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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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Other Business Activities

Alison is a CPA and owner of CoganWorks, providing tax preparation services, dedicating about a quarter of her time. She also holds treasurer positions for several non-profit organizations and is a member of the Parsippany-Troy Hills Board of Education.

Employment History
Current Registrations
Mra Advisory Group
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Niagara International Capital LimitedBroker
May 2017 - December 2017 · 7 mos
Ameriprise Financial Services, INC.Broker
November 2015 - June 2017 · 1 yr 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.