Brian Cohen, financial advisor Wellesley MA

Brian Cohen

CRD Number: 1508111
Current Firm: Capitol Securities Management, Inc.

Brian Cohen (CRD# 1508111) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wellesley, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Capitol Securities Management Meville, NY Jun 2016 - Current 5
Stifel, Nicolaus & Company, Incorporated New York, NY Aug 2007 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Brian A. Cohen
Phone Number: 888-612-1484
Firm Website: http://www.bnbinc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,095
    MILLIONS
  • Total Number of Accounts
    2,690
    ACCOUNTS
  • Average Account Value
    $406,905
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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