Solomon A. Cohen

REGENT PEAK WEALTH ADVISORS

ATLANTA, GA 30339

CRD#: 7250189

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Professional summary

Solomon Austin Cohen, who also goes by Solomon Cohen, is a registered financial advisor currently at REGENT PEAK WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Solomon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Solomon has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Solomon 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Solomon Austin 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

May 29, 2026 - Present

REGENT PEAK WEALTH ADVISORS, LLC

Office #1: 200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339

RIA

CRD#: 298259

ATLANTA, GA

Past

January 2, 2026 - May 26, 2026

HB WEALTH

RIA

CRD#: 316731

ATLANTA, GA

Past

July 28, 2022 - July 11, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

REGENT PEAK WEALTH ADVISORS, LLC

BUCKHEAD, LLC | REGENT PEAK WEALTH ADVISORS, LLC

CRD#: 298259 / SEC#: 801-115021

RIA

Registered Investment Advisory firm - (5/2/2019 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

Georgia
(5/29/2026)

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: 12/19/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/29/2022

Securities Industry Essentials Examination

Current Firm

REGENT PEAK WEALTH ADVISORS, LLC

BUCKHEAD, LLC | REGENT PEAK WEALTH ADVISORS, LLC

CRD#: 298259 / SEC#: 801-115021

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

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Contact information

Main Address

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339

Mailing Address

Phone number

(470) 867-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REGENT PEAK WEALTH ADVISORS ADV PART 2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,542
AUM (Assets Under Management)	$ 706,202,478

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
09/13/2024	Cover Page	Report
03/22/2024	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

Solomon A. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Solomon Austin Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

HB WEALTH

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

REGENT PEAK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2025

Series 63

Date: 8/5/2022

Series 7TO

Date: 7/28/2022

SIE

Date: 4/29/2022

Current Firm

REGENT PEAK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REGENT PEAK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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