Marcie Pickard
Arthur M. Cohen & Associates · Glencoe, Illinois
Marcie Pickard is a fee-only financial advisor at Arthur M. Cohen & Associates in Glencoe, Illinois, who holds the CFP credential. Arthur M. Cohen & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arthur M. Cohen & Associates |
|---|---|
| Based in | Glencoe, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.11B across 837 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6617245 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Marcie's firm compares
- Arthur M. Cohen & Associates's average account is about $1.3 million, from its Form ADV (assets managed divided by 837 accounts).
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Questions about Marcie
Is Marcie Pickard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcie holds no broker registration, and Arthur M. Cohen & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcie charge for financial advice?
Marcie's firm, Arthur M. Cohen & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marcie Pickard based?
Marcie Pickard is based in Glencoe, Illinois.
What credentials does Marcie Pickard hold?
Marcie Pickard holds the CFP credential.
Is Marcie Pickard registered with the SEC?
Yes. Marcie Pickard is registered as an investment adviser representative in IL (CRD 6617245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arthur M. Cohen & Associates manage?
Arthur M. Cohen & Associates reports $1.11B across 837 accounts in assets under management.
How do I contact Marcie Pickard?
Contact details aren't on file yet. Search for Arthur M. Cohen & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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