AdFi
MI

Marc Irwin Cobane

Investment Adviser Representative at Alpha Financial Partners LLC

Lexington, KYCRD #4773179Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marc Irwin Cobane is an investment adviser representative with Alpha Financial Partners LLC in Lexington, KY, where they have been registered since 2020. They have worked in the securities industry since 2004 and have been registered with 3 firms, including UBS Financial Services Inc. and Fifth Third Securities, Inc. 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 Kentucky.

Office

319 Cedar St., Suite 201
Lexington, KY 40508

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/14/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/16/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alpha Financial Partners LLCCurrent
1/14/2020 – Lexington, KY
UBS Financial Services Inc.
11/5/2010 – 1/14/2020Lexington, KY
Fifth Third Securities, Inc.
6/14/2005 – 11/12/2010Lexington, KY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services Inc
    Jul 2013 – Jan 2020Lexington, KY
  2. Alpha Financial Partners LLC
    Jan 2020 – no end date reportedLexington, KY
  3. Purshe Kaplan Sterling Investments, Inc.
    Jan 2020 – no end date reportedLexington, KY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alpha Financial Partners 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
  • Hourly
  • Fixed fee

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
Lexington, KY
SEC file number:
801-117851

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Alpha Financial Partners LLC

5 other advisors in the directory

View Alpha Financial Partners LLC firm profile

Similar advisors in Lexington, KY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marc Irwin Cobane 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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