Moran Tzaban Cohen
Professional summary
Moran Tzaban Cohen is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bal Harbour, Florida and TRUIST INVESTMENT SERVICES, INC. located in Bal Harbour, Florida.
Moran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Moran has worked at 3 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Moran Tzaban Cohen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9600 Collins Ave Fl 2, Bal Harbour, FL 33154January 30, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9600 Collins Ave, Bal Harbour, FL 33154December 9, 2008 - January 31, 2023
SAFRA SECURITIES LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/10/2023)
(1/30/2023)
(4/3/2024)
(1/30/2023)
(1/30/2023)
(2/9/2023)
(1/30/2023)
(1/30/2023)
(1/30/2023)
(1/30/2023)
(1/30/2023)
(1/30/2023)
(4/1/2025)
(1/12/2024)
Exams
Series 6TO
Date: 1/30/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Bal Harbour, FL 33154TRUST BUT VERIFY
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