Alexander M. Cohen
Professional summary
Alexander M Cohen, CFP®, who also goes by Alexander Cohen, was a registered financial advisor .
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexander had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2022
Experience
October 1, 2025 - Present
Office #1: 6908 E Moreland St., Scottsdale, AZ 85257
August 3, 2020 - October 8, 2025
BRADLEY WEALTH LLC
April 1, 2019 - December 3, 2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
August 20, 2018 - March 6, 2019
PARK AVENUE SECURITIES LLC
June 2, 2018 - March 6, 2019
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2025)
(10/1/2025)
Exams
Current firm
No current employment
Red Flags
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