Gary Cohen has been an investment adviser representative at Archer Pointe Wealth Management since December 2020, and is not listed among the firm’s executive officers or direct owners. Gary Cohen holds a Bachelor's degree in electrical engineering from Massachusetts Institute of Technology and a Master's degree in computer engineering from Stanford University.
Archer Pointe Wealth Management, LLC is a Davis, CA firm with $186M under management, 104 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Gary Cohen works in Portfolio Operations at Archer Pointe Wealth Management. In 2009, after 29 years as an electrical engineer, he made a career change to help people improve their financial lives. He spends most of his time on portfolio design, rebalancing client portfolios, performance reporting, and investment selection.
Gary Cohen’s longest registration was 9 years at Chamberlain Financial Planning & Wealth Management (2011–2020). Before joining Archer Pointe Wealth Management in 2020, Gary Cohen was registered through Chamberlain Financial Planning & Wealth Management.
- Libra Wealth LLC– · 1 yearLos Gatos, CA · Adviser representative · Firm CRD 288098
- – present · 5 yearsDavis, CA · Adviser representative · Firm CRD 308777
- Chamberlain Financial Planning & Wealth Management– · 9 yearsSanta Cruz, CA · Adviser representative · Firm CRD 142879
Professional designations
Listed by Archer Pointe Wealth Management
- CFP®
Investment adviser representative registrations
Gary Cohen is registered as an investment adviser representative in California, since December 2020.
- CaliforniaSince 11 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gary Leon Cohen
- CRD
- 5971589
- Firm
- Archer Pointe Wealth Management · CRD 308777
- Office
- 231 D STREET, SUITE D, Davis, CA 95616
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- archerpointewm.com
Where does Gary Cohen work?
Gary Cohen is an investment adviser representative registered through Archer Pointe Wealth Management, LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Gary Cohen a financial advisor?
Yes. Gary Cohen has a current investment-adviser registration in California, through Archer Pointe Wealth Management since December 2020.
How many years of experience does Gary Cohen have?
Gary Cohen has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Gary Cohen passed?
Gary Cohen passed the Series 65 in September 2011.
Where is Gary Cohen based?
Gary Cohen’s registered office is in Davis, CA.
Is Gary Cohen registered with FINRA?
No. Gary Cohen has no current broker registration.
Is Gary Cohen a CFP?
Archer Pointe Wealth Management lists Gary Cohen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Gary Cohen’s record?
Search CRD 5971589 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Cohen’s full registration record.
