Brett A Cohen
Investment Adviser Representative at Evolve Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett A. Cohen is an investment adviser representative with Evolve Private Wealth, LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Independent Financial Group, LLCJul 2017 – Sep 2017Lewiston, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 – Jan 2019New York, NY
- American Express CompanyJan 2015 – Sep 2018New York, NY
- Morgan Stanley & Co. LLCJan 2019 – Feb 2026New York, NY
- Evolve Private Wealth, LLCFeb 2026 – no end date reportedNew York, NY
- Morgan Stanley Private Bank, N.AJan 2019 – no end date reportedNew York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Evolve Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $100,000
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-131749
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett A Cohen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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