Alan Jeffrey Cohn
CFP®Professional Summary
Alan Jeffrey Cohn, CFP®, who also goes by Alan Cohn, is a registered financial advisor currently at SAGE FINANCIAL GROUP INC. located in West Conshohocken, Pennsylvania. Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Alan has worked at 4 firms and has passed the Series 65, Series 63, Series 22, Series 6, Series 2, Series 26 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
Specializations
Other Aliases
Alan Cohn
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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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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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
SAGE FINANCIAL GROUP INC. | SAGE, COVER + ROSSITER PARTNERS
Contact Information
Main Address
Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428Phone Number
(484) 342-4400# of Employees
28SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,334AUM (Assets Under Management)
$4,291,847,204Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/12/2026 | Cover Page | Report |
| 01/29/2026 | Cover Page | Report |
| 10/09/2024 | Cover Page | Report |
| 11/06/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SAGE FINANCIAL GROUP INC. | SAGE, COVER + ROSSITER PARTNERS
State Registrations and Notice Filings
(1/27/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Sep 1989About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1988About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Oct 1987Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2003About the Series 26 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jun 2003About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alan Jeffrey Cohn's CRS (Customer Relationship Summary).
Services Offered by Alan
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
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