LANDMARK WEALTH MANAGEMENT, LLC

MELVILLE, New York·3 registered advisors·CRD# 158693
SEC# 801-807884888-342-6436
01

Firm Overview

AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LANDMARK WEALTH MANAGEMENT, LLC

3 registered advisors
Brian Robert Cohen
MELVILLE, New York
Christopher Norman Congema
MELVILLE, New York
Joseph Michael Favorito
MELVILLE, New York
05

Office Locations

MELVILLE, New York
3 advisors

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Data sourced from SEC Form ADV filings. LANDMARK WEALTH MANAGEMENT, LLC (CRD# 158693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.