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RIA / WealthAdvisorCertified Financial Planner38 years in industry

ALAN JEFFREY COHN

Advisor at SAGE FINANCIAL GROUP INC.

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:6732a60a-28b6-c56c-6f7c-b0ded3004ac9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Oct 26, 1987 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Alan Jeffrey Cohn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAGE FINANCIAL GROUP INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 26, 1987
Dual registered: no
Other names: ALAN COHN
IAPD individual key: 1765469

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAGE FINANCIAL GROUP INC.	Independent wealth	Jan 27, 1999	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment

Relationships

Registered with (1)

→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: current employment
Jan 27, 1999 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6732a60a-28b6-c56c-6f7c-b0ded3004ac9
First observed: Oct 26, 1987
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALAN JEFFREY COHN

Advisor at SAGE FINANCIAL GROUP INC.

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6732a60a-28b6-c56c-6f7c-b0ded3004ac9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAGE FINANCIAL GROUP INC.

Independent wealth

Jan 27, 1999

n/a

yes

WEST CONSHOHOCKEN, PA

Current employment