Brian Cohen (CRD# 4482183) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Westbury, NY and has over 22 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Westbury, NY | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors | Uniondale, NY | Jun 2009 - Current | 14 |
| American Creamery, Inc. | Glendale, NY | May 2008 - Current | 15 |
| 737 Smithtown Bypass Corp | Smithtown, NY | Feb 1995 - Current | 29 |
| National Securities Corporation | Uniondale, NY | Feb 2009 - Jul 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- NJ
- NY
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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