Unclaimed Profile

Marc Allan Cohn

MSI FINANCIAL SERVICES, INC.·SPRINGFIELD, Massachusetts

SIE, Series 6TO, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredMSI FINANCIAL SERVICES, INC.

1295 STATE STREET, SPRINGFIELD, MA 01111CRD# 2464524Firm CRD# 14251

Profile Verification

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

Identity

Marc Allan Cohn · SPRINGFIELD, MA

Registration

CRD #2464524 · MSI FINANCIAL SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MSI FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

Oct 2017 – Dec 2021

New York, NY

MML INVESTORS SERVICES, LLC

Mar 2017 – Apr 2017

SPRINGFIELD, MA

MSI FINANCIAL SERVICES, INC.

Apr 2004 – Mar 2017

New York, NY

METLIFE SECURITIES INC.

Jun 2002 – Apr 2004

LONG ISLAND CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 6, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MSI FINANCIAL SERVICES, INC.

CRD 14251 · SEC 801-22306

AUM

$13.8B

Regulatory assets under management

Employees

8,508

105,831 client accounts

Services offered by MSI FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MSI FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Allan Cohn offer?

Marc Allan Cohn specializes in Financial Planning, Investment Management, Wealth Management.

What are Marc Allan Cohn's credentials?

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

Where is Marc Allan Cohn located?

Marc Allan Cohn is based in SPRINGFIELD, Massachusetts, last registered with MSI FINANCIAL SERVICES, INC..

How does Marc Allan Cohn charge for services?

Marc Allan Cohn'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 MSI FINANCIAL SERVICES, INC.?

MSI FINANCIAL SERVICES, INC. has approximately 8508 employees and manages $13.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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