SP
Steven M. Piascik
COHNREZNICK WEALTH MANAGEMENT LLC
GLEN ALLEN, VA 23060
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CRD#: 4635358
SP
Professional summary
Steven Mark Piascik is a registered financial advisor currently at COHNREZNICK WEALTH MANAGEMENT LLC located in Glen Allen, Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 2 firms and has passed the Series 65 exam.
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.
(1) COHNREZNICK ADVISORY, LLC - GLEN ALLEN, VA - NOT INVESTMENT RELATED - TAX COMPLIANCE AND CONSULTING SERVICES - PARTNER - START DATE 07/2025 - 160 HOURS/MONTH DURING SECURITIES TRADING HOURS; DUTIES: PARTNER AND OFFICE MANAGING PARTNER OF RICHMOND, VIRGINIA OFFICE AND ALL DECISIONS RELATING TO THAT OFFICE SUBJECT TO COMPANY APPROVAL, AS WELL AS PRACTICE LEAD FOR PROFESSIONAL ATHLETE PRACTICE THAT ENTAILS MEETINGS, COMPLIANCE AND TAX CONSULTING ISSUES WITH PROFESSIONAL ATHLETES. (2) MADISON ADVISORS, LLC - 3721 OLD GUN ROAD WEST, MIDLOTHIAN, VA 23113 - NOT INVESTMENT RELATED - NATURE: ONLY TO RECEIVE RENEWAL COMMISSIONS; MANAGING MEMBER - START DATE 08/23/2005 - APPROXIMATELY 7 HOURS/MONTH DURING SECURITIES TRADING HOURS; LIFE INSURANCE SALES AGENT.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Mark Piascik's 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®
NoneExperience
Current
October 20, 2025 - Present
COHNREZNICK WEALTH MANAGEMENT LLC
Office #1: 4470 Cox Road, Suite 250, Glen Allen, VA 23060RIA
CRD#: 121519
GLEN ALLEN, VA
Past
March 4, 2003 - December 6, 2019
PIASCIK ADVISORS, INC
RIA
CRD#: 125172
GLEN ALLEN, VA
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
California(10/20/2025)
IAR
Connecticut(10/20/2025)
IAR
Florida(10/27/2025)
IAR
New Jersey(10/23/2025)
IAR
New York(10/20/2025)
IAR
Pennsylvania(10/20/2025)
IAR
Texas(10/20/2025)
IAR
Vermont(10/21/2025)
Current Firm
CW
COHNREZNICK WEALTH MANAGEMENT LLC
COHN WEALTH MANAGEMENT LLC | COHNREZNICK WEALTH MANAGEMENT LLC | COHN WEALTH MANAGEMENT. LLC
CRD#: 121519 / SEC#: 801-63136
RIA
Registered Investment Advisory firm - (7/2/2004 Terminated)California
Registered Investment Advisory firm - (8/31/2009 Approved)Connecticut
Registered Investment Advisory firm - (9/21/2007 Approved)Florida
Registered Investment Advisory firm - (7/22/2016 Approved)Massachusetts
Registered Investment Advisory firm - (8/1/2019 Approved)New Jersey
Registered Investment Advisory firm - (6/25/2001 Approved)New York
Registered Investment Advisory firm - (4/5/2002 Approved)Pennsylvania
Registered Investment Advisory firm - (7/21/2016 Approved)Texas
Registered Investment Advisory firm - (5/3/2016 Conditional Restricted)Vermont
Registered Investment Advisory firm - (5/1/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14 Sylvan Way 3rd Floor, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 364-0001
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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Company Information
COHNREZNICK WEALTH MANAGEMENT LLC
CRD#: 121519Glen Allen, VA 23060TRUST BUT VERIFY
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