# Samuel Cohen

> Samuel Cohen is a fee-only financial advisor at Park State Asset Management in Beverly, Massachusetts, who holds the CFP and CFA credentials. Park State Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-cohen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Park State Asset Management
- **Based in:** Beverly, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $192.4M across 133 accounts
- **Credentials:** CFP, CFA
- **CRD:** 6856040 (https://adviserinfo.sec.gov/individual/summary/6856040)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2020)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://park-state.com

## Frequently asked questions

### Is Samuel Cohen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Park State Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Park State Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Samuel Cohen based?

Samuel Cohen is based in Beverly, Massachusetts.

### What credentials does Samuel Cohen hold?

Samuel Cohen holds the CFP and CFA credentials.

### Is Samuel Cohen registered with the SEC?

Yes. Samuel Cohen is registered as an investment adviser representative in MA (CRD 6856040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Park State Asset Management manage?

Park State Asset Management reports $192.4M across 133 accounts in assets under management.

### How do I contact Samuel Cohen?

Through Samuel's website, park-state.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6856040): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.