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Brian Cohen Email & Phone Number
Arbitrator
at
FINRA (Financial Industry Regulatory Authority)
2 work emails found
@wellsfargo.com
1 phone found area 631
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Arbitrator
Location
Melville, New York, United States
Company size
Who is Brian Cohen? Overview
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Quick answer
Brian Cohen is listed as Arbitrator at FINRA (Financial Industry Regulatory Authority), a with 83 employees, based in Melville, New York, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 631, and a matched LinkedIn profile for Brian Cohen.
Brian Cohen previously worked as Principal, Investment Advisor, Chief Compliance Officer at Landmark Wealth Management, LLC at Landmark Wealth Management, Llc and Regional Bank Private Banker; Branch Manager at Wells Fargo; Hsbc. Brian Cohen holds Business Administration from University Of Buffalo.
Company email context
Email format at FINRA (Financial Industry Regulatory Authority)
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{first}.{last}@wellsfargo.com
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AeroLeads found 2 current-domain work email signals for Brian Cohen. Compare company email patterns before reaching out.
Profile bio
About Brian Cohen
Firm Principal, Investment Advisor, and Chief Compliance Officer for Landmark Wealth Management, a SEC Registered Investment Advisor. As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.Brian is a financial professional with over 30 years of extensive experience in financial services and investments, both as an individual contributor and also as a manager at major financial institutions such as Charles Schwab & Co and Fidelity Investments. Superior ability to professionally counsel and advise clients on their financial needs while providing exceptional customer service. Industry arbitrator for more than 10 years, fluent with regulatory requirements.Specialties:- Investment Advice- Wealth Management- Financial Planning- Retirement & Estate Planning- Relationship Management & Customer Focus- Compliance - Has held Series 3, 7, 9, 10, 24, 63, 65 licenses - NYS Life, Accident, and Health insurance license
Listed skills include Mortgage Lending, Mortgage Banking, Investment Properties, First Time Home Buyers, and 54 others.
Current workplace
Brian Cohen's current company
Company context helps verify the profile and gives searchers a useful next step.
Finra (Financial Industry Regulatory Authority)
Employees
83
AeroLeads page
7 roles · 36 years
Brian Cohen work experience
A career timeline built from the work history available for this profile.
Principal, Investment Advisor, Chief Compliance Officer At Landmark Wealth Management, Llc
Current
Jul 2013 - Present
Arbitrator
Current
Dec 2001 - Present
Regional Bank Private Banker; Branch Manager
As Regional Bank Private Banker, provided solutions for all high net worth client needs from traditional banking services to the more complex and sophisticated services, offered through the bank. As Branch Manager, responsible for branch staff and meeting the goals established, primarily client and small business development. Accountable for overall operational and servicing activities of the branch.
2010 - Jul 2013
Branch Manager
Managed all aspects of day-to-day operations and business development for branch offices which included staffing, risk management, audit and compliance. Performed training and development functions, while coaching and motivating branch staff.
Jul 2004 - 2010
Financial Consultant; Investment Center Manager; Eastern Regional Sales Manager
Harrisdirect
Assisted high net worth clients directly in planning and services needed, and as Investment Center Manager, had oversight of the Manhattan branch of Financial Consultants. Eventually role expanded to Eastern Regional Sales Manager in 2003. This then broadened oversight and P&L responsibility to 6 branches throughout Eastern US States.
2001 - 2004
~3 yrs
Financial Consultant; Branch Manager
As Financial Consultant, assisted clients with their accounts and structuring their portfolios. As Branch Manager, responsible for training and oversight of all Financial Consultants in the branch, as well as all aspects of branch operations and business development.
1991 - 2001
~10 yrs
1 education record
Brian Cohen education
-
University Of Buffalo
FAQ
Frequently asked questions about Brian Cohen
Quick answers generated from the profile data available on this page.
What company does Brian Cohen work for?
Brian Cohen works for FINRA (Financial Industry Regulatory Authority).
What is Brian Cohen's role at FINRA (Financial Industry Regulatory Authority)?
Brian Cohen is listed as Arbitrator at FINRA (Financial Industry Regulatory Authority).
What is Brian Cohen's email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Brian Cohen at FINRA (Financial Industry Regulatory Authority).
What is Brian Cohen's phone number?
AeroLeads has found 1 phone signal(s) with area code 631 for Brian Cohen at FINRA (Financial Industry Regulatory Authority).
Where is Brian Cohen based?
Brian Cohen is based in Melville, New York, United States while working with FINRA (Financial Industry Regulatory Authority).
What companies has Brian Cohen worked for?
Brian Cohen has worked for Finra (Financial Industry Regulatory Authority), Landmark Wealth Management, Llc, Wells Fargo; Hsbc, Fidelity Investments, and Harrisdirect.
How can I contact Brian Cohen?
You can use AeroLeads to view verified contact signals for Brian Cohen at FINRA (Financial Industry Regulatory Authority), including work email, phone, and LinkedIn data when available.
What schools did Brian Cohen attend?
Brian Cohen holds Business Administration from University Of Buffalo.
What skills is Brian Cohen known for?
Brian Cohen is listed with skills including Mortgage Lending, Mortgage Banking, Investment Properties, First Time Home Buyers, Residential Homes, Investments, Real Estate Transactions, and Real Estate.
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