BC
BC

Brian Todd Cohen

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

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Location

1445 Research Boulevard, #530, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian owns 737 Smithtown Bypass Corp, a real estate holding company, and Big Ben Hunting, LLC, a boat ownership company. He spends minimal time on these activities.

Employment History
Current Registrations
Atcap Partners, LLC
December 2024 - Present · 1 yr 2 mos
Ceros Financial Services, INC.Broker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - December 2024 · 2 yrs 5 mos
B. Riley Wealth Advisors, INC.
October 2009 - December 2024 · 15 yrs 2 mos
National Securities CorporationBroker
February 2009 - July 2022 · 13 yrs 5 mos
Quest Capital Strategies, INC.Broker
September 2002 - February 2009 · 6 yrs 5 mos
Ladenburg Capital Management INC.Broker
April 2002 - April 2002 · 0 mos
Quest Capital Strategies, INC.Broker
January 2002 - May 2002 · 4 mos
State Registrations6 states
CTFLNJNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.