TrueAdvisor
TrueAdvisor
AC
AC

Alexander Raphael Cohen

&partners
4 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
&partners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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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
&partners
October 2024 - Present · 1 yr 4 mos
&partnersBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
September 2021 - October 2024 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2021 - October 2024 · 3 yrs 3 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAIDILINKYMAMDMIMNMOMTNCNJNMNYOHOKPASCSDTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.