Unclaimed Profile

Brian Robert Cohen

LANDMARK WEALTH MANAGEMENT, LLC·MELVILLE, New York

Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record21 years registeredLANDMARK WEALTH MANAGEMENT, LLC

95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY 11747CRD# 1435347Firm CRD# 158693

Profile Verification

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

Identity

Brian Robert Cohen · MELVILLE, NY

Registration

CRD #1435347 · LANDMARK WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LANDMARK WEALTH MANAGEMENT, LLC

Apr 2021 – present

WELLS FARGO ADVISORS, LLC

Jan 2013 – Jul 2013

HUNTINGTON, NY

HSBC SECURITIES (USA) INC.

May 2011 – Sep 2012

HUNTINGTON STATION, NY

STRATEGIC ADVISERS, INC.

Jul 2005 – Jul 2009

GARDENT CITY, NY

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · July 20, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANDMARK WEALTH MANAGEMENT, LLC

CRD 158693 · SEC 801-80788

AUM

$253M

Regulatory assets under management

Employees

702 client accounts

Services offered by LANDMARK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LANDMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Robert Cohen offer?

Brian Robert Cohen specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are Brian Robert Cohen's credentials?

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

Where is Brian Robert Cohen located?

Brian Robert Cohen is based in MELVILLE, New York, working with LANDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Brian Robert Cohen charge for services?

Brian Robert Cohen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANDMARK WEALTH MANAGEMENT, LLC?

LANDMARK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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