Unclaimed Profile

Alexander M Cohen

BRADLEY WEALTH LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 66CFP7 years registeredBRADLEY WEALTH LLC

16430 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85254CRD# 6692604Firm CRD# 131808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander M Cohen · SCOTTSDALE, AZ

Registration

CRD #6692604 · BRADLEY WEALTH LLC · 7 years registered

Brand Profile

Not yet started

Career History

3ROOTS WEALTH PARTNERS LLC

Oct 2025 – present

BRADLEY WEALTH LLC

Aug 2020 – Oct 2025

Scottsdale, AZ

PARK AVENUE SECURITIES LLC

Aug 2018 – Mar 2019

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 20, 2018

Years registered · 7

Professional designation · CFP

Disclosure History

2019Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRADLEY WEALTH LLC

CRD 131808 · SEC 801-121942

AUM

$235M

Regulatory assets under management

Employees

1,140 client accounts

Services offered by BRADLEY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRADLEY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Alexander M Cohen offer?

Alexander M Cohen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Alexander M Cohen's credentials?

Alexander M Cohen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexander M Cohen located?

Alexander M Cohen is based in SCOTTSDALE, Arizona, working with BRADLEY WEALTH LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Alexander M Cohen charge for services?

Alexander M Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRADLEY WEALTH LLC?

BRADLEY WEALTH LLC has approximately 4 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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