Unclaimed Profile

Brian Robert Cohen

LANDMARK WEALTH MANAGEMENT, LLC·MELVILLE, New York

Clean recordLANDMARK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Robert Cohen is a registered financial advisor based in MELVILLE, New York, affiliated with LANDMARK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LANDMARK WEALTH MANAGEMENT, LLC

AUM

$253M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LANDMARK WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1435347

Firm CRD# 158693

View on FINRA BrokerCheck →

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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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