David Cohen
Financial advisor at Sterling Financial Management, Inc. · Morristown, NJ
Last updated 2026-10-10
Claim your profileDavid Cohen is a financial advisor at Sterling Financial Management, Inc. in Morristown, NJ, CRD 2459808. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-01-10.
Registration
- CRD number
- 2459808
- Registration status
- Active
- IAPD registration
- 2003-01-10
- Industry Experience
- 23 years
- Work Experience
- 17 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2009-01 to Present · Sagepoint Financial, Inc · Somerset, NJ
- 2023-09 to Present · Osaic Wealth, Inc. · Somerset, NJ
Current employment
- Sterling Financial Management, Inc. · Somerset, NJ
About
David Cohen is a CFP® financial advisor at Sterling Financial Management, Inc. in Morristown, NJ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 17 years of reported work history. Reported roles include Osaic Wealth, Inc., Sagepoint Financial, Inc.
SEC disclosures list additional business and community activities: 1: 2; 3.
Location
65 Madison Ave., Suite 333, Morristown, NJ 07960
Official record
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