Unclaimed Profile

Michael (nmn) Merriman

COHANZICK MANAGEMENT LLC·PLEASANTVILLE, New York

Clean recordCOHANZICK MANAGEMENT LLC

427 BEDFORD ROAD, PLEASANTVILLE, NY 10570CRD# 5660293Firm CRD# 149772

Profile Verification

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

Identity

Michael (nmn) Merriman · PLEASANTVILLE, NY

Registration

CRD #5660293 · COHANZICK MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael (nmn) Merriman is a registered financial advisor based in PLEASANTVILLE, New York, affiliated with COHANZICK MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COHANZICK MANAGEMENT LLC

AUM

$881M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COHANZICK MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5660293

Firm CRD# 149772

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael (nmn) Merriman offer?

Michael (nmn) Merriman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLEASANTVILLE, New York for a consultation.

What are Michael (nmn) Merriman's credentials?

Michael (nmn) Merriman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael (nmn) Merriman located?

Michael (nmn) Merriman is based in PLEASANTVILLE, New York, working with COHANZICK MANAGEMENT LLC. Their office serves clients in the PLEASANTVILLE metropolitan area and surrounding communities.

How does Michael (nmn) Merriman charge for services?

Michael (nmn) Merriman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COHANZICK MANAGEMENT LLC?

COHANZICK MANAGEMENT LLC has approximately 5 employees and manages $881M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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