Marilyn M. Cohen
Professional summary
Marilyn Maxine Cohen, who also goes by Marilyn Malburg, is a registered financial advisor currently at ENVISION CAPITAL MANAGEMENT INC located in Los Angeles, California.
Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Marilyn has worked at 4 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marilyn Maxine Cohen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 1995 - Present
ENVISION CAPITAL MANAGEMENT INC
Office #1: 11755 Wilshire Blvd #1140, Los Angeles, CA 90025February 10, 1988 - November 10, 1992
CAPITAL INSIGHT BROKERAGE
October 26, 1979 - March 15, 1988
CANTOR FITZGERALD & CO.
January 2, 1979 - November 23, 1979
WILLIAM O'NEIL SECURITIES
Primary Firm SEC Registration
ENVISION CAPITAL MANAGEMENT INC
CRD#: 107150 / SEC#: 801-48253
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/1995)
(4/26/2006)
Exams
Current Firm
ENVISION CAPITAL MANAGEMENT INC
CRD#: 107150 / SEC#: 801-48253
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 341,600,000 |
Red Flags
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