Unclaimed Profile

Barrett Howard Cohn

BATTERY EAST GROUP, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 66, Series 79Clean record22 years registeredBATTERY EAST GROUP, LLC

915 BATTERY STREET, 1ST FLOOR, SAN FRANCISCO, CA 94111CRD# 4782648Firm CRD# 169716

Profile Verification

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

Identity

Barrett Howard Cohn · SAN FRANCISCO, CA

Registration

CRD #4782648 · BATTERY EAST GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BATTERY EAST GROUP, LLC

SCENIC ADVISEMENT WEALTH

Dec 2017 – Aug 2021

SAN FRANCISCO, CA

CREDIT SUISSE SECURITIES (USA) LLC

Sep 2008 – Apr 2009

SAN FRANCISCO, CA

LEHMAN BROTHERS INC.

Oct 2006 – Sep 2008

SAN FRANCISCO, CA

STONE & YOUNGBERG LLC

Jun 2004 – Oct 2006

SAN FRANCISCO, CA

UBS FINANCIAL SERVICES INC.

Jun 2004 – Jun 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 79

Registration record

First registered · June 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BATTERY EAST GROUP, LLC

CRD 169716 · SEC 801-110830

AUM

$9M

Regulatory assets under management

Employees

4 client accounts

Services offered by BATTERY EAST GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BATTERY EAST GROUP, LLC →

Introduction

Speak with Barrett Howard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barrett Howard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Barrett Howard Cohn offer?

Barrett Howard Cohn specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Barrett Howard Cohn's credentials?

Barrett Howard Cohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barrett Howard Cohn located?

Barrett Howard Cohn is based in SAN FRANCISCO, California, last registered with BATTERY EAST GROUP, LLC.

How does Barrett Howard Cohn charge for services?

Barrett Howard Cohn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BATTERY EAST GROUP, LLC?

BATTERY EAST GROUP, LLC has approximately 10 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →