Brian Cohen has been Managing Member, CCO of Landmark Wealth Management since December 2014, is a control person of the firm and directly owns between 25% and 50% of it. Brian Cohen studied at the University at Buffalo.
Landmark Wealth Management, LLC is a Melville, NY firm with $442M under management, 296 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Brian Cohen is Principal, Wealth Advisor, and Chief Compliance Officer of Landmark Wealth Management, LLC, based on Long Island. He began his career in financial services in 1981 with Neuberger Berman and later held branch and regional management roles at Charles Schwab, HarrisDirect and Fidelity Investments. In 2013 he became a Principal and Investment Advisor at Core-X Wealth Management, which merged with Landmark in 2015, and he oversees the firm's compliance and operational standards.
Brian Cohen’s longest registration is the current one, 5 years at Landmark Wealth Management since 2021. Before joining Landmark Wealth Management in 2021, Brian Cohen was registered through Wells Fargo Advisors, LLC and HSBC Securities (USA) Inc.
- – present · 5 yearsMelville, NY · Adviser representative · Firm CRD 158693
- Wells Fargo Advisors, LLC– · under a yearHuntington, NY · Adviser representative · Firm CRD 19616
- HSBC Securities (USA) Inc.– · 1 yearHuntington Station, NY · Adviser representative · Firm CRD 19585
- Strategic Advisers, Inc.– · 3 yearsGardent City, NY · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Brian Cohen is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is Florida, in March 2022.
- FloridaSince 15 March 2022
- New YorkSince 8 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 7 May 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 1997 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 20 August 1992 |
| Series 3 | National Commodity Futures Examination | 17 December 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 October 1990 |
| Series 7 | General Securities Representative Examination | 1 October 1990 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Robert Cohen
- CRD
- 1435347
- Firm
- Landmark Wealth Management · CRD 158693
- Role
- Managing Member, CCO
- Office
- 95 BROADHOLLOW ROAD, SUITE 102, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- landmarkwealthmgmt.com
Where does Brian Cohen work?
Brian Cohen has been Managing Member, CCO of Landmark Wealth Management, LLC since December 2014, and is a control person of the firm.
Is Brian Cohen a financial advisor?
Yes. Brian Cohen has a current investment-adviser registration in Florida and New York, through Landmark Wealth Management since April 2021.
How many years of experience does Brian Cohen have?
Brian Cohen has 11 years in the financial industry, since July 2015, across 4 adviser firms.
What exams has Brian Cohen passed?
Brian Cohen has passed 6 licensing exams: the Series 7, Series 63, Series 3, Series 8, Series 65 and Series 24. The earliest, the Series 7, was passed in October 1990.
Where did Brian Cohen work before Landmark Wealth Management?
Before Landmark Wealth Management, Brian Cohen was registered through Wells Fargo Advisors, LLC, January 2013 to July 2013; HSBC Securities (USA) Inc., May 2011 to September 2012; Strategic Advisers, Inc., July 2005 to July 2009.
Where is Brian Cohen based?
Brian Cohen’s registered office is in Melville, NY.
Is Brian Cohen registered with FINRA?
No. Brian Cohen has no current broker registration.
How can I verify Brian Cohen’s record?
Search CRD 1435347 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Cohen’s full registration record.
