Brian Cohen
Landmark Wealth Management · Melville, New York
Brian Cohen is a fee-only financial advisor at Landmark Wealth Management in Melville, New York. Landmark Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Landmark Wealth Management |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $442.0M across 865 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 1435347 |
| Exams passed | Series 63 (1990) · Series 65 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.landmarkwealthmgmt.com |
How Brian's firm compares
- Landmark Wealth Management's average account is about $511,000, from its Form ADV (assets managed divided by 865 accounts).
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Questions about Brian
Is Brian Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Landmark Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Landmark Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Cohen based?
Brian Cohen is based in Melville, New York.
Is Brian Cohen registered with the SEC?
Yes. Brian Cohen is registered as an investment adviser representative in FL and NY (CRD 1435347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Landmark Wealth Management manage?
Landmark Wealth Management reports $442.0M across 865 accounts in assets under management.
How do I contact Brian Cohen?
Through Brian's website, www.landmarkwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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