AUMdb
EC

Ellen Cohen

CRD 1690661

Firms

FirmRoleAs of
Strategic Advisers Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (2)

OrganizationRoleCompensationAs of
Ellen R Cohen Charitable Tr Officer/Director 12/31/2024
Schwamb Mill Preservation Trust DIRECTOR 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗