Next-Gen · rank 57 · New York, New York · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ONE BRYANT PARK PBIG - NEW YORK NEW YORK, NY 10036 CRD# 7691 Registered with this firm since: 03/27/2019” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private ” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ONE BRYANT PARK PBIG - NEW YORK NEW YORK, NY 10036 CRD# 7691” — sec_finra_regulatory
- Team name — Cohen, Green, Allen & Associates (high)
- “Recognition Cohen, Green, Allen & Associates Forbes "Best-in-State Wealth Management Teams", 2024-2026” — firm_official
- Team size — 8 (medium)
- “Meet Our Team Leigh E Cohen , CPWA® Managing Director , Private Wealth Senior Consultant 212.418.2811 ... Daniel A Green , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor 212.418.2814 ... Sean Allen , CFP®, C” — firm_official
- CRD — 5935966 (high)
- “BrokerCheck Report Sean Allen CRD# 5935966” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CFP, other:CSRIC (high)
- “Sean Allen , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor 212.418.2815” — firm_official
Book of business
- Team AUM ($M) — 5500 (high)
- “Team Assets (Custodied): $5.5B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 87.5 (high)
- “Typical Net Worth of Relationships: $25-150M” — forbes_shook
- Client niche — corporate executives, business owners/entrepreneurs, and multigenerational families (high)
- “Corporate Executives** We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require” — firm_official
- “Many client relationships span several generations. Cohen & Associates helps wealthy families manage multi-generational wealth planning, including non-investment f” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ONE BRYANT PARK PBIG - NEW YORK” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/ny-pwm/cohen-green-allen (high)
- “Private Wealth Management One Bryant Park Floor 28 New York NY 10036 Visit us (212) 418.2811” — firm_official
- Value proposition (verbatim) — Your finances demand both the broad resources of a global institution and personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroughly and offer thoughtful, customized approaches. (high)
- “Mission Statement Your finances demand both the broad resources of a global institution and personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroug” — firm_official
- Differentiators — Deliberately limited client roster — "a select few individuals and families", Over three decades of team tenure at Merrill navigating firm resources, Access to global-institution resources paired with personalized attention, Multi-generational family wealth planning across several generations, Wealth management framed as fulfilling a financial vision, not just investing (high)
- “With over three decades at Merrill, Cohen & Associates understands how to navigate the firm's extensive resources to address the complex challenges of affluent individuals, families and organizations.” — firm_official
- “Cohen & Associates believes that wealth management is about more than investing; it's about fulfilling your financial vision.” — firm_official
- Content marketing — occasional (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 0 (low)
- “Sean Allen , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor 212.418.2815” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Private Wealth Management One Bryant Park Floor 28 New York NY 10036 Visit us (212) 418.2811 (212) 418.2811 Contact us Learn more about an advisor's background on FINRA's BrokerCheck” — firm_official
- Press awards — Barron's "Top 250 Private Wealth Management Teams", 2024-2025, Financial Times "Top 400 Financial Advisers" 2013-2020 (high)
- “Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025 (Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based” — firm_official
- “Financial Times "Top 400 Financial Advisers" 2013 - 2020 Published annually Mar – April. Rankings based on data as of June 30 of prior year.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Recognition Cohen, Green, Allen & Associates Forbes "Best-in-State Wealth Management Teams", 2024-2026” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: clean sans-serif, white ground with dark-gray (#646464) icon accents and blue links; lifestyle and market photography plus uniform team headshots. No team-specific mark or palette. (high)
- “<img style="object-fit:cover;object-position:center;width:100%;aspect-ratio:2046 / 801" src="https://dyn.mktgcdn.com/p/trxAz_jnCBTesDV0z8_CpouANSlIwAfABfTr4H0NDw8/width=500,height=500"” — firm_official