Brian R. Cohen

LANDMARK WEALTH MANAGEMENT

Melville, NY 11747

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CRD#: 1435347

Professional summary

Brian Robert Cohen is a registered financial advisor currently at LANDMARK WEALTH MANAGEMENT, LLC located in Melville, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Brian has worked at 11 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Cohen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2021 - Present

LANDMARK WEALTH MANAGEMENT, LLC

Office #1: 95 Broadhollow Road, Suite 102, Melville, NY 11747

RIA

CRD#: 158693

Melville, NY

Past

January 25, 2013 - July 16, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HUNTINGTON, NY

Past

January 25, 2013 - July 16, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HUNTINGTON, NY

Past

May 24, 2011 - September 11, 2012

HSBC SECURITIES (USA) INC.

CRD#: 19585

HUNTINGTON STATION, NY

Past

May 19, 2011 - September 11, 2012

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

HUNTINGTON STATION, NY

Past

July 20, 2005 - July 6, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GARDENT CITY, NY

Past

July 15, 2004 - September 15, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

NEW YORK, NY

Past

March 20, 2001 - July 7, 2004

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

December 2, 1991 - March 23, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 10, 1991 - November 11, 1991

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

November 9, 1990 - August 22, 1991

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

October 3, 1990 - November 7, 1990

D. H. BLAIR & CO., INC.

CRD#: 6833

NEW YORK, NY

Past

March 19, 1986 - July 2, 1987

NEUBERGER BERMAN BD LLC

CRD#: 2908

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LANDMARK WEALTH MANAGEMENT, LLC

CRD#: 158693 / SEC#: 801-80788

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

New York

Registered Investment Advisory firm - (1/7/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/15/2022)

IAR

New York
(4/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 12/17/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/1/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/7/2001

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 8/20/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

LANDMARK WEALTH MANAGEMENT, LLC

CRD#: 158693 / SEC#: 801-80788

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

New York

Registered Investment Advisory firm - (1/7/2015 Terminated)

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Contact information

Main Address

95 Broadhollow Road, Suite 102, Melville, NY 11747

Mailing Address

Phone number

(888) 342-6436

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/3/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 310,516,586

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian R. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

HARRISDIRECT LLC

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

PRUDENTIAL EQUITY GROUP, LLC

D. H. BLAIR & CO., INC.

NEUBERGER BERMAN BD LLC

Primary Firm SEC Registration

LANDMARK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/1997

Series 63

Date: 10/11/1990

Series 3

Date: 12/17/1990

Series 7

Date: 10/1/1990

Series 24

Date: 5/7/2001

Series 8

Date: 8/20/1992

Current Firm

LANDMARK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANDMARK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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