Unclaimed Profile

Stephen Leonard Cohn

SAGE FINANCIAL GROUP INC.·WEST CONSHOHOCKEN, Pennsylvania

Series 2, Series 6, Series 26, Series 63, Series 65Clean record27 years registeredSAGE FINANCIAL GROUP INC.

FIVE TOWER BRIDGE, WEST CONSHOHOCKEN, PA 19428CRD# 1966975Firm CRD# 116574

Profile Verification

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

Identity

Stephen Leonard Cohn · WEST CONSHOHOCKEN, PA

Registration

CRD #1966975 · SAGE FINANCIAL GROUP INC. · 27 years registered

Brand Profile

Not yet started

Career History

SAGE FINANCIAL GROUP INC.

Jan 1999 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · January 27, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE FINANCIAL GROUP INC.

CRD 116574 · SEC 801-61553

AUM

$3.2B

Regulatory assets under management

Employees

3,917 client accounts

Services offered by SAGE FINANCIAL GROUP INC.

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 SAGE FINANCIAL GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Leonard Cohn offer?

Stephen Leonard Cohn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Stephen Leonard Cohn's credentials?

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

Where is Stephen Leonard Cohn located?

Stephen Leonard Cohn is based in WEST CONSHOHOCKEN, Pennsylvania, working with SAGE FINANCIAL GROUP INC.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Stephen Leonard Cohn charge for services?

Stephen Leonard Cohn'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 SAGE FINANCIAL GROUP INC.?

SAGE FINANCIAL GROUP INC. has approximately 27 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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