Gary L. Cohen

ARCHER POINTE WEALTH MANAGEMENT

Davis, CA 95616

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CRD#: 5971589

Professional summary

Gary Leon Cohen, CFP®, who also goes by Gary Cohen, is a registered financial advisor currently at ARCHER POINTE WEALTH MANAGEMENT, LLC located in Davis, California.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gary has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Cohen

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) Gary Cohen is dually-registered with Libra Wealth LLC and Archer Pointe Wealth Management, LLC (Archer Pointe). Gary Cohen has served as an investment advisor representative for both Libra Wealth and Archer Pointe since 03/2021. Business is conducted from Santa Cruz, CA. Approximately 50% of Gary Cohen's time is for services as an investment advisor representative of Libra Wealth and the balance as an IAR of Archer Pointe.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Leon 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®

CFP^®

Certified Financial Planner

Experience

Current

December 11, 2020 - Present

ARCHER POINTE WEALTH MANAGEMENT, LLC

Office #1: 231 D Street Suite D, Davis, CA 95616

RIA

CRD#: 308777

Davis, CA

Past

March 17, 2021 - August 23, 2022

LIBRA WEALTH LLC

RIA

CRD#: 288098

LOS GATOS, CA

Past

September 23, 2011 - December 31, 2020

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

RIA

CRD#: 142879

SANTA CRUZ, CA

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".

ARCHER POINTE WEALTH MANAGEMENT, LLC

CRD#: 308777 / SEC#: 801-118935

RIA

Registered Investment Advisory firm - (6/18/2020 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.

Highlighted states indicate IAR registrations

IAR

California
(12/11/2020)

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: 9/22/2011

Uniform Investment Adviser Law Examination

Current Firm

ARCHER POINTE WEALTH MANAGEMENT, LLC

CRD#: 308777 / SEC#: 801-118935

RIA

Registered Investment Advisory firm - (6/18/2020 Approved)

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Contact information

Main Address

231 D Street Suite D, Davis, CA 95616

Mailing Address

Phone number

(530) 280-7340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APWM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	333
AUM (Assets Under Management)	$ 155,691,484

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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Gary L. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Leon Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCHER POINTE WEALTH MANAGEMENT, LLC

LIBRA WEALTH LLC

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

Primary Firm SEC Registration

ARCHER POINTE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2011

Current Firm

ARCHER POINTE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER POINTE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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