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BC

Barrett H. Cohn

SCENIC ADVISEMENT
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 4782648
BC

Professional summary

Barrett Howard Cohn, who also goes by Barrett Cohn, is a registered financial professional currently at SCENIC ADVISEMENT located in San Francisco, California.

Barrett is registered as a RR (Registered Representative) and started their career in finance in 2004. Barrett has worked at 6 firms and has passed the Series 66, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Barrett Cohn

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Barrett Howard Cohn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 15, 2014 - Present

SCENIC ADVISEMENT

Office #1: 915 Battery Street 1st Floor, San Francisco, CA, 94111Office #2: 915 Battery Street 1st Floor, San Francisco, CA, 94111
BD
CRD#: 169716
San Francisco, CA
Past

December 13, 2017 - August 8, 2021

SCENIC ADVISEMENT

RIA
CRD#: 169716
SAN FRANCISCO, CA
Past

October 21, 2010 - September 10, 2014

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN FRANCISCO, CA
Past

September 18, 2008 - April 23, 2009

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
SAN FRANCISCO, CA
Past

September 18, 2008 - April 23, 2009

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
SAN FRANCISCO, CA
Past

October 24, 2006 - September 19, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
SAN FRANCISCO, CA
Past

October 24, 2006 - September 19, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
SAN FRANCISCO, CA
Past

June 18, 2004 - June 28, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

June 18, 2004 - October 19, 2006

STONE & YOUNGBERG LLC

RIA
CRD#: 795
SAN FRANCISCO, CA
Past

June 17, 2004 - October 19, 2006

STONE & YOUNGBERG LLC

BD
CRD#: 795
SAN FRANCISCO, CA
Past

June 3, 2004 - June 28, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/2/2014)
RR
California
(8/20/2014)
RR
Colorado
(9/30/2014)
RR
Connecticut
(10/6/2014)
RR
Delaware
(11/13/2014)
RR
Florida
(10/15/2014)
RR
Georgia
(10/24/2014)
RR
Illinois
(11/5/2014)
RR
Maryland
(10/14/2014)
RR
Massachusetts
(9/17/2014)
RR
New Jersey
(11/10/2014)
RR
New York
(9/16/2014)
RR
Oregon
(9/25/2014)
RR
Pennsylvania
(9/11/2014)
RR
Texas
(10/16/2014)
RR
Utah
(12/13/2017)
RR
Washington
(9/11/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 6/9/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/24/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SA
SCENIC ADVISEMENT
BATTERY EAST GROUP, LLC | SCENIC ADVISEMENT WEALTH | SCENIC ADVISEMENT

CRD#: 169716 / SEC#: 801-110830, 8-69383

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
915 Battery Street 1st Floor, San Francisco, CA, 94111
Mailing Address
915 Battery Street 1st Floor, San Francisco, CA, 94111
Phone number
(415) 528-7301
Established
Delaware since 08/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
SCENIC ADVISEMENT, INC.OWNER
COHN, BARRETT HOWARDMANAGING DIRECTOR, CEO4782648
SOBEL, MICHAEL PHILIPMANAGING DIRECTOR, COO2529966
TUCKER, CLARK BOMARCCO, PFO, POO, AND FINANCIAL & OPERATIONS PRINCIPAL1977842

Red Flags

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.

Company Information

SCENIC ADVISEMENT

CRD#: 169716San Francisco, CA 94111

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