Samuel Cohen
Park State Asset Management · Beverly, Massachusetts
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.
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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 | $192.4M across 133 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA · CRD 6856040 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | park-state.com |
| Profile |
How Samuel's firm compares
- Park State Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Samuel
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.
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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