Bart Cohodas, CIMA®
Senior Vice President,
Financial Advisor
Direct:
(954) 713-8467(954) 713-8467
Toll-Free:
(800) 491-3359(800) 491-3359
My Mission Statement
Comprehensive, thoughtful investment and financial management for individuals and multi-generation families interested in meaningful wealth creation.
My Story and Services
If you’re a creator of wealth, you know that it takes a combination of smart, aggressive decision-making and thoughtful, careful due diligence. It demands a keen eye for opportunity and a willingness to take decisive action. Building on that wealth often means having a longer perspective, thinking about future generations and having both a process and a plan to get where you’re going. I built my practice by helping wealth creators and self-made individuals grow, protect and transfer their wealth. I believe that managing wealth requires both careful planning and the agility to adjust to changing goals and market conditions. My clients include leaders of private equity firms, corporate executives, business owners and board members of public companies. I also work with a number of current and former NHL players. All of these people share a similar approach to managing wealth, looking for wealth accumulation at times, long-term security at others. I provide a comprehensive, holistic approach to wealth management – I build on the Morgan Stanley Select UMA platform, which allows me to combine comprehensive advice, a robust inventory of investment products and strong account oversight. And here’s what I find most satisfying – many of my clients are multi-generational, and there is no greater compliment than a recommendation from my long-term clients to their parents, grandparents, children and extended families.
Please see the Morgan Stanley Smith Barney LLC Select UMA ADV brochure for more information on the Select UMA program. Ask your Financial Advisor for a copy or you can go to our website at www.morganstanley.com/ADV
Please see the Morgan Stanley Smith Barney LLC Select UMA ADV brochure for more information on the Select UMA program. Ask your Financial Advisor for a copy or you can go to our website at www.morganstanley.com/ADV
Securities Agent: FL, IL, MI, MD, AR, TX, IN, NC, ME, WA, NY, ID, AZ, PA, CO, CA, GA, DC, VA, TN, MA, OH, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 520996
NMLS#: 520996
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Bio
Bart Cohodas, CIMA®
Senior Vice President, Financial Advisor
Portfolio Manager
Bart works with wealth creators to build, protect and transfer their wealth. He provides investment and holistic wealth management to a select group of clients using a carefully articulated process and strategy designed around short-, medium- and long-term goals.
Hallmarks of Bart’s knowledge, effectiveness and ethical standards include two important distinctions. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute. It is among the highest level of advanced investment education for financial advisors.
Bart also serves on the FINRA Dispute Resolution Board of Arbitrators. FINRA is a not-for-profit government-authorized organization dedicated to protecting investors and overseeing brokers.
Bart graduated from Temple University, Philadelphia Pennsylvania.
In his free time, Bart enjoys golf (including at Grand Oaks Golf Club, site of the movie Caddyshack), swimming and playing guitar, particularly the music of the Beatles, Johnny Cash and Jimmy Buffet.
Senior Vice President, Financial Advisor
Portfolio Manager
Bart works with wealth creators to build, protect and transfer their wealth. He provides investment and holistic wealth management to a select group of clients using a carefully articulated process and strategy designed around short-, medium- and long-term goals.
Hallmarks of Bart’s knowledge, effectiveness and ethical standards include two important distinctions. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute. It is among the highest level of advanced investment education for financial advisors.
Bart also serves on the FINRA Dispute Resolution Board of Arbitrators. FINRA is a not-for-profit government-authorized organization dedicated to protecting investors and overseeing brokers.
Bart graduated from Temple University, Philadelphia Pennsylvania.
In his free time, Bart enjoys golf (including at Grand Oaks Golf Club, site of the movie Caddyshack), swimming and playing guitar, particularly the music of the Beatles, Johnny Cash and Jimmy Buffet.
What I believe about wealth management
When considering a financial advisor, you certainly have no shortage of options. I’ve found that the best advisor-client relationships are built when the advisor and the client share ideas, values and principles. That’s why I am happy to share what I believe – these five tenets are the key to managing wealth for my clients.
#1: The Most Important Metric is Getting It Right
My clients put their trust in me to help them reach their goals, manage their assets, simplify their lives and take care of whatever needs to be done. In all circumstances, I believe that what matters most is being accountable – doing what’s right, doing what you say you will do, and doing it when you promise to do it.
#2: Regular Communications Is The Key To A Strong Relationship.
I am in constant communication with my clients, offering frank assessments of their financial picture, account performance and long-term outlook. Clients count on me for transparency, clarity and honesty.
#3: Do Your Homework.
With increasing wealth comes greater complexity. The best way to create intelligent solutions for clients is to delve deeply into the matters that affect their positions. One commitment I make to my clients – I will never be out-worked.
#4: Emotion and Investing Don’t Mix.
A dispassionate approach is crucial to making wise investment decisions. While it’s easy to become excited when the market does well (and distraught when it does badly), I function as a “voice of reason” when counseling clients on strategically-driven decisions.
#5: Manage Wealth for My Client’s Grandchildren.
Through intelligence, wisdom and hard work, many of my clients have built generational wealth. I take pride in getting to know both them and their families, and understanding the importance of stewardship that will allow them to provide for generations to come.
A meticulous and methodical investment approach
To get where you want to go, you need a map. I work with my clients to create a framework to potentially weather challenging markets or unexpected obstacles. I use a four-step process that will help us develop – together – a long-term perspective about your investments.
Step 1: Set Your Financial Objectives
I start with an in-depth discovery process. Then, I work with you to develop an investment framework based on your specific goals, time horizon, liquidity needs and tolerance to volatility and risk.
Step 2: Define Your Investment Strategy
Working together, we will develop an investment strategy that seeks optimal portfolio performance: pursuing the highest return potential consistent with the appropriate level of risk for your objectives.
Step 3: Select Investments.
Leveraging the global resources of Morgan Stanley and my own knowledge and experience, I recommend, select, and implement specific investments to implement your personal strategy.
Step 4: Ongoing Review Process.
From here on out, I will monitor your portfolio to track its performance relatively to your stated objectives – and to modify the portfolio, as needed, to help keep it aligned with your investment strategy.
A Simplified but Effective Approach
The Morgan Stanley Select Unified Management Account (UMA) allows my clients to leverage the global strength and resources of Morgan Stanley. It offers a number of important advantages:
• A disciplined, thoughtful process
• Comprehensive asset allocation advice
• A robust inventory of investment products
• An agnostic approach to investment selection
• Disciplined account rebalancing
• Ongoing account management
• Comprehensive, in-depth performance reporting
• Optional tax management services
Using the features of the Select UMA, I can help my clients develop a personalized investment and wealth management strategy around their goals, while providing a high level of personalized service and ongoing communication.
Please see the Morgan Stanley Smith Barney LLC Select UMA ADV brochure for more information on the Select UMA program. Ask your Financial Advisor for a copy or you can go to our website at www.morganstanley.com/ADV
• A disciplined, thoughtful process
• Comprehensive asset allocation advice
• A robust inventory of investment products
• An agnostic approach to investment selection
• Disciplined account rebalancing
• Ongoing account management
• Comprehensive, in-depth performance reporting
• Optional tax management services
Using the features of the Select UMA, I can help my clients develop a personalized investment and wealth management strategy around their goals, while providing a high level of personalized service and ongoing communication.
Please see the Morgan Stanley Smith Barney LLC Select UMA ADV brochure for more information on the Select UMA program. Ask your Financial Advisor for a copy or you can go to our website at www.morganstanley.com/ADV
Location
350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 713-8467(954) 713-8467
Toll-Free:
(800) 491-3359(800) 491-3359
Fax:
(954) 713-8460(954) 713-8460
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Bart Cohodas today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
