Unclaimed Profile

Douglas Matthew Cohen

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts

Series 7, Series 24, Series 63, Series 65, Series 86, Series 87Clean record8 years registeredFIDUCIARY TRUST INTERNATIONAL, LLC

55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 2510583Firm CRD# 124062

Profile Verification

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

Identity

Douglas Matthew Cohen · LINCOLN, MA

Registration

CRD #2510583 · FIDUCIARY TRUST INTERNATIONAL, LLC · 8 years registered

Brand Profile

Not yet started

Career History

FRANKLIN DISTRIBUTORS, LLC

Jul 2021 – present

FIDUCIARY TRUST INTERNATIONAL, LLC

Aug 2017 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · August 31, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD 124062 · SEC 801-62001

AUM

$6.3B

Regulatory assets under management

Employees

469 client accounts

Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Matthew Cohen offer?

Douglas Matthew Cohen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Douglas Matthew Cohen's credentials?

Douglas Matthew Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Matthew Cohen located?

Douglas Matthew Cohen is based in LINCOLN, Massachusetts, working with FIDUCIARY TRUST INTERNATIONAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Douglas Matthew Cohen charge for services?

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

How large is FIDUCIARY TRUST INTERNATIONAL, LLC?

FIDUCIARY TRUST INTERNATIONAL, LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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