Eduardo Cohen
Professional summary
Eduardo 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.
Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Eduardo has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eduardo Cohen's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9600 Collins Ave Fl 2, Bal Harbour, FL 33154October 16, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9600 Collins Ave Fl 2, Bal Harbour, FL 33154September 27, 2018 - October 18, 2023
MORGAN STANLEY
August 20, 2018 - October 18, 2023
MORGAN STANLEY
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
(10/16/2023)
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(10/20/2023)
(10/16/2023)
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(1/16/2025)
(10/16/2023)
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(10/16/2023)
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(10/17/2023)
(10/16/2023)
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(10/16/2023)
(10/16/2023)
(9/3/2025)
(10/16/2023)
(10/16/2023)
Exams
FINRA
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Bal Harbour, FL 33154TRUST BUT VERIFY
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