Peter B. Cohen

AMERITAS ADVISORY SERVICES

WEST SIMSBURY, CT 06092

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CRD#: 50112

Professional summary

Peter Benard Cohen is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in West Simsbury, Connecticut and AMERITAS INVESTMENT COMPANY, LLC located in West Simsbury, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Peter has worked at 11 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE and Series 1 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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * PC PLANNING & BENEFITS INC; SAME AS BRANCH; INV REL; INSURANCE SALES AND MARKETING, PLANNING FOR HIGH NET WORTH PEOPLE AND BUSINESS PLANNING-INCLUDING LIFE INSURANCE FOR CLOSELY HELD BUSINESSES INCLUDING INFORMATION ON CAPTIVE INSURANCE COMPANIES, PREMIUM FINANCING AND RETIREMENT PLANS; PRESIDENT AND CEO; START DATE=06/1985; HRS/MO=160; TRADING HRS/MO=10; EXECUTIVE DECISIONS & SALES * PC PLANNING/RETAIL BENEFITS; SAME AS BRANCH; NON-INV REL; OFFER A LOW KEY EMPLOYEE BENEFIT FOR RETAIL DISCOUNT PURCHASING TO BUSINESS OWNERS AND NON-FOR-PROFITS FOR THEIR EMPLOYEES; AGENT; START DATE=11/2010; HRS/MO=4; TRADING HRS/MO=0; WORK ONLY AS A FACILITATOR AND SALES CONSULTANT * Doctors Professional Care Group LLC; same as branch; non-inv rel; medical practice management software reseller; Sales Advisor; start date=01/2017; hrs/mo=8; trading hrs/mo=0; sales advisor to my wife * eCashFlow; 760 Hopmeadow St Ste 210, Simsbury CT 06070; non-inv rel; clearing house recovery for NSF declined checks, ACH and/or debit and credit cards; Outside Sales Agent; start date=01/2018; hrs/mo=5; trading hrs/mo=0; introduct eCashFlow concept/strategy to municipal governments, utilities and public companies that have a need for ongoing bounced check, ACH debit/credit card clearing house recovery services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Benard 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

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 12 Rocklyn Ct Ste 101b, West Simsbury, CT 06092

RIA

CRD#: 317245

WEST SIMSBURY, CT

Current

July 3, 2008 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 12 Rocklyn Ct Ste 101b, West Simsbury, CT 06092

CRD#: 14869

West Simsbury, CT

Past

July 10, 2008 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

February 12, 2007 - July 7, 2008

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

RIA

CRD#: 110484

WARWICK, RI

Past

January 26, 2007 - July 7, 2008

CR BROKER SERVICES, LLC

CRD#: 45753

SIMSBURY, CT

Past

May 3, 2006 - January 17, 2007

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

SIMSBURY, CT

Past

October 13, 2004 - November 2, 2006

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

SIMSBURY, CT

Past

September 17, 2004 - January 17, 2007

WALNUT STREET SECURITIES, INC.

CRD#: 15840

SIMSBURY, CT

Past

September 16, 2004 - October 13, 2004

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

WEST SIMSBURY, CT

Past

July 2, 1999 - September 1, 2004

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

WEST SIMSBURY, CT

Past

April 30, 1999 - September 1, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 15, 1993 - May 14, 1999

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

April 15, 1992 - March 15, 1993

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

July 15, 1991 - March 6, 1992

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

July 15, 1991 - March 6, 1992

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

February 12, 1985 - December 11, 1985

RADFORD CAPITAL CORPORATION

CRD#: 10480

Past

May 9, 1983 - January 15, 1991

PPS SECURITIES CORP.

CRD#: 10244

NEW YORK, NY

Past

July 13, 1982 - October 31, 1990

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

May 1, 1974 - October 31, 1990

HOME LIFE INSURANCE COMPANY

CRD#: 4184

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".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(5/5/2025)

Connecticut
(7/3/2008)

IAR

Connecticut
(11/1/2021)

Florida
(5/9/2019)

New York
(5/19/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 4/25/1974

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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

Peter B. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Benard Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

CR BROKER SERVICES, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET ADVISERS INC

WALNUT STREET SECURITIES, INC.

WALNUT STREET ADVISERS INC

WALNUT STREET ADVISERS INC

WALNUT STREET SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

VP DISTRIBUTORS LLC

WS GRIFFITH SECURITIES, INC.

HOME LIFE INSURANCE COMPANY

RADFORD CAPITAL CORPORATION

PPS SECURITIES CORP.

WS GRIFFITH SECURITIES, INC.

HOME LIFE INSURANCE COMPANY

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/1992

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 4/25/1974

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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