Unclaimed Profile

Joshua Richard Cohen

PGIM DC SOLUTIONS LLC·NEWARK, New Jersey

SIE, Series 7, Series 63, Series 65Clean record23 years registeredPGIM DC SOLUTIONS LLC

655 BROAD STREET, NEWARK, NJ 07102CRD# 3198887Firm CRD# 318800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Richard Cohen · NEWARK, NJ

Registration

CRD #3198887 · PGIM DC SOLUTIONS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PGIM DC SOLUTIONS LLC

HEWITT FINANCIAL SERVICES LLC

Jan 2003 – Apr 2005

LINCOLNSHIRE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PGIM DC SOLUTIONS LLC

CRD 318800 · SEC 801-125785

AUM

$1.3B

Regulatory assets under management

Employees

13 client accounts

Services offered by PGIM DC SOLUTIONS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at PGIM DC SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Richard Cohen offer?

Joshua Richard Cohen specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Joshua Richard Cohen's credentials?

Joshua Richard Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Richard Cohen located?

Joshua Richard Cohen is based in NEWARK, New Jersey, last registered with PGIM DC SOLUTIONS LLC.

How does Joshua Richard Cohen charge for services?

Joshua Richard Cohen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PGIM DC SOLUTIONS LLC?

PGIM DC SOLUTIONS LLC has approximately 45 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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