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Edward Barry Cohen

MONARCH CAPITAL GROUP
NEW YORK, NY
·CRD# 1029283·44 years experience

Professional Summary

Edward Barry Cohen, who also goes by Edward Barry Cohen, Edward B Cohen, is a registered financial advisor currently at MONARCH CAPITAL GROUP, LLC located in New York, New York and STUART PORTFOLIO CONSULTANTS, L.P. located in New York, New York. Edward is registered as a RR (Registered Representative) and started their career in finance in 1982. Edward has worked at 37 firms and has passed the Series 63, SIE, Series 99TO and Series 27...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Edward Barry Cohen, Edward B Cohen

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

MONARCH CAPITAL GROUP, LLC·CRD# 47815
RIA
BD
1. 500 Fifth Avenue Suite 2240, New York, NY 100172. 370 Lexington Avenue, Suite 308, New York, NY 100173. 370 Lexington Avenue, Suite 308, New York, NY 10017
May 13, 2008 - Present
STUART PORTFOLIO CONSULTANTS, L.P.·CRD# 44487
BD
575 Fifth Avenue 14th Floor, New York, NY 10017
May 16, 2008 - Present
PERTH ADVISORS LLC·CRD# 152080
BD
Exeter, NH
June 15, 2010 - Present
FORUM CAPITAL SECURITIES LLC·CRD# 113855
BD
445 Park Avenue 9th Floor, New York, NY 10022
September 13, 2011 - Present
PHILOSMITH SECURITIES LLC·CRD# 281177
BD
Six Landmark Square, Stamford, CT 06901
December 21, 2016 - Present
MANOR PRIVATE CAPITAL, LLC·CRD# 149192
BD
257 Rowayton Avenue, Rowayton, CT 06853
July 21, 2023 - Present
NEWOAK CAPITAL MARKETS LLC·CRD# 104063
BD
New York, NY
June 14, 2023 - April 29, 2026
ASCENDANT ALTERNATIVE STRATEGIES, LLC·CRD# 283881
BD
White Plains, NY
April 1, 2019 - April 22, 2021
AUGMENT SECURITIES INC.·CRD# 28373
BD
New York, NY
August 1, 2016 - July 9, 2018
CQ SOLUTIONS, LLC·CRD# 150113
BD
Chicago, IL
February 10, 2015 - February 20, 2015
WESTON FINANCIAL SERVICES LLC·CRD# 117946
BD
New York, NY
January 2, 2013 - April 29, 2020
KELLOGG CAPITAL MARKETS, LLC·CRD# 118790
BD
New York, NY
December 21, 2010 - March 7, 2011
KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC·CRD# 126935
BD
New York, NY
December 21, 2010 - May 9, 2011
CQ SOLUTIONS, LLC·CRD# 150113
BD
Chappaqua, NY
November 11, 2009 - January 6, 2015
BENEDETTO, GARTLAND & COMPANY, INC.·CRD# 24083
BD
New York, NY
July 9, 2008 - January 5, 2009
MCFARLAND DEWEY SECURITIES CO., LLC·CRD# 25768
BD
New York, NY
May 13, 2008 - March 21, 2013
CORRIDOR CAPITAL GROUP LLC·CRD# 140002
BD
Chappaqua, NY
July 21, 2006 - June 10, 2008
BLOCK ISLAND SECURITIES LLC·CRD# 118944
BD
Darien, CT
October 7, 2003 - September 10, 2004
RLSP ASSOCIATES, LLC·CRD# 47220
BD
Greenwich, CT
December 12, 2001 - May 8, 2006
CATALYST TRADING LLC·CRD# 101720
BD
New York, NY
November 28, 2000 - September 30, 2002
GLOBALNETSECURITIES CORP.·CRD# 42912
BD
New York, NY
September 8, 2000 - November 30, 2000
MONARCH CAPITAL GROUP, LLC·CRD# 47815
BD
New York, NY
January 28, 2000 - January 16, 2001
NYPPEX, LLC·CRD# 47654
BD
Greenwich, CT
November 29, 1999 - February 28, 2011
GENESIS SECURITIES, LLC·CRD# 46992
BD
New York, NY
September 24, 1999 - December 4, 2000
LM ANDERSON SECURITIES, LLC·CRD# 30506
BD
New York, NY
February 25, 1999 - June 14, 2005
GLOBALNETSECURITIES CORP.·CRD# 42912
BD
New York, NY
April 2, 1998 - January 7, 2000
P. SCHOENFELD ASSET MANAGEMENT LLC·CRD# 41732
BD
New York, NY
December 13, 1996 - December 18, 1997
INTERACCIONES GLOBAL INC.·CRD# 30289
BD
New York, NY
July 27, 1996 - November 15, 2002
AROS SECURITIES INC.·CRD# 39779
BD
New York, NY
April 15, 1996 - June 26, 1996
MFI SECURITIES, L.P.·CRD# 36452
BD
New York, NY
April 10, 1995 - October 25, 2010
PALISADE CAPITAL SECURITIES, L.L.C.·CRD# 37579
BD
Fort Lee, NJ
April 6, 1995 - November 9, 2007
HOLLISTER SECURITIES, INC.·CRD# 36989
BD
Los Angeles, CA
March 9, 1995 - October 25, 2002
STOVER HALEY BURNS, INC.·CRD# 31993
BD
Stamford, CT
February 15, 1994 - October 17, 1995
KENSINGTON WELLS INCORPORATED·CRD# 30570
BD
January 24, 1994 - August 29, 1997
INTERACCIONES GLOBAL INC.·CRD# 30289
BD
New York, NY
November 18, 1992 - July 29, 1993
BLAIR/MANFREDONIA LIMITED PARTNERSHIP·CRD# 26417
BD
May 22, 1991 - January 1, 1992
CRITERION SECURITIES INC.·CRD# 26248
BD
January 3, 1991 - January 1, 1997
FORTIS CAPITAL INVESTMENTS INC.·CRD# 15006
BD
New York, NY
July 10, 1987 - January 10, 1995
MADISON CHAPIN ASSOCS., INC.·CRD# 14483
BD
May 13, 1985 - July 22, 1987
SGM SECURITIES, INC.·CRD# 13972
BD
September 15, 1983 - November 26, 1984
SINCLAIR SECURITIES COMPANY·CRD# 7499
BD
March 12, 1982 - June 28, 1984

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Current Firm

MP
MANOR PRIVATE CAPITAL, LLC

MANOR PRIVATE CAPITAL, LLC

CRD#: 149192 / SEC#: 8-68117
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

257 Rowayton Avenue, Rowayton, CT 06853

Mailing Address

257 Rowayton Avenue, Rowayton, CT 06853

Phone Number

(917) 770-8019

Established

New York since 12/05/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
DALY, JOHN MICHAELMANAGING MEMBER, CCO2028296
COHEN, EDWARD BARRYCFO/FINOP1029283

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 27 — Financial and Operations Principal Examination

Passed Mar 1982About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Edward Barry Cohen's CRS (Customer Relationship Summary).

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