Marc Cobane has been Co-Founder and Partner of Alpha Financial Partners since January 2020, is a control person of the firm and directly owns under 5% of it. Marc Cobane holds a Honors degree in Management and Marketing from Judson University.
Alpha Financial Partners LLC is a Lexington, KY firm with $460M under management, 402 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Marc I. Cobane is Co-Founder and Partner of Alpha Financial Partners and Director of Discretionary Portfolios, Employee Benefit Solutions, Business Owner Solutions and Private Investments. He began his financial services career in Chicago in 1998 at Northern Trust Bank and worked in the trust and investments division of Fifth Third Bank from 2000 to 2011. He later worked at UBS Financial Services before co-founding Alpha Financial Partners with his two partners in 2020.
Marc Cobane’s longest registration was 9 years at UBS Financial Services Inc. (2010–2020). Before joining Alpha Financial Partners in 2020, Marc Cobane was registered through UBS Financial Services Inc. and Fifth Third Securities, Inc.
- Alpha Financial Partners LLCCurrent– present · 6 yearsLexington, KY · Adviser representative · Firm CRD 306639
- UBS Financial Services Inc.– · 9 yearsLexington, KY · Adviser representative · Firm CRD 8174
- Fifth Third Securities, Inc.– · 5 yearsLexington, KY · Adviser representative · Firm CRD 628
Professional designations
Listed by Alpha Financial Partners
- Accredited Wealth Management Advisor (AWMA®)
- Chartered Retirement Plans Specialist (CRPS®)
- Certified Exit Planning Advisor (CEPA)
- Certified Retirement Services Professional (CRSP)
Investment adviser representative registrations
Marc Cobane is registered as an investment adviser representative in Kentucky, since January 2020.
- KentuckySince 14 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 February 2005 |
| Series 7 | General Securities Representative Examination | 16 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marc Irwin Cobane
- CRD
- 4773179
- Firm
- Alpha Financial Partners · CRD 306639
- Role
- Co-Founder and Partner
- Office
- 319 CEDAR ST., SUITE 201, Lexington, KY 40508
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alphaky.com
Where does Marc Cobane work?
Marc Cobane has been Co-Founder and Partner of Alpha Financial Partners LLC since January 2020, and is a control person of the firm.
Is Marc Cobane a financial advisor?
Yes. Marc Cobane has a current investment-adviser registration in Kentucky, through Alpha Financial Partners since January 2020.
How many years of experience does Marc Cobane have?
Marc Cobane has 21 years in the financial industry, since November 2004, across 3 adviser firms.
What exams has Marc Cobane passed?
Marc Cobane has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited Marc Cobane with the SIE, which began in October 2018.
Where did Marc Cobane work before Alpha Financial Partners?
Before Alpha Financial Partners, Marc Cobane was registered through UBS Financial Services Inc., November 2010 to January 2020; Fifth Third Securities, Inc., June 2005 to November 2010.
Where is Marc Cobane based?
Marc Cobane’s registered office is in Lexington, KY.
Is Marc Cobane registered with FINRA?
No. Marc Cobane has no current broker registration.
How can I verify Marc Cobane’s record?
Search CRD 4773179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Cobane’s full registration record.
