AC
Adam Lee Cohler
2 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
Loading...
Advisor Information
Office location
100-H Centre Boulevard, Marlton, NJ, 08053
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is of-counsel at Abby N. Cohler, Esq. Firm, a legal services provider, and a partner at Cohler Financial Associates, a DBA for marketing purposes. Adam is also an insurance agent selling non-variable insurance since March 2024.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
August 2023 - Present · 2 yrs 5 mos
United Planners' Financial Services of America a Limited Partner Broker
June 2023 - Present · 2 yrs 7 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.