Brett A. Cohen

EVOLVE PRIVATE WEALTH

NEW YORK, NY 10022

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CRD#: 5944399

Professional summary

Brett A Cohen, who also goes by Brett Alexander Cohen, Brett Cohen, is a registered financial advisor currently at EVOLVE PRIVATE WEALTH, LLC located in New York, New York.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brett has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Alexander Cohen | Brett Cohen

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) - RIA

Click below to view Brett A Cohen'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

February 13, 2026 - Present

EVOLVE PRIVATE WEALTH, LLC

Office #1: 150 East 52nd Street 27th Floor, New York, NY 10022

RIA

CRD#: 333932

NEW YORK, NY

Past

February 4, 2019 - February 19, 2026

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

February 4, 2019 - February 19, 2026

MORGAN STANLEY

CRD#: 149777

New York, NY

Past

August 24, 2018 - January 16, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

August 22, 2018 - January 16, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 14, 2017 - September 14, 2017

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Lewiston, NY

Past

July 12, 2017 - September 14, 2017

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Lewiston, NY

Past

October 27, 2014 - August 28, 2015

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

October 27, 2014 - August 28, 2015

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/13/2026)

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

State Security Law Exam

IAR

Series 66

Date: 10/23/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2014

General Securities Representative Examination

Current Firm

EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024

Mailing Address

Phone number

(424) 500-4601

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts	3,940
AUM (Assets Under Management)	$ 2,147,950,288

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.

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Advisor Monitoring

Firm Stability Insights

Brett A. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett A Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

EVOLVE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2014

Current Firm

EVOLVE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVOLVE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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