Saul Cohen

Employer firm

Wealth With Wisdom Advisors, Inc. CRD 171071

42 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
CO-ADVISOR/SUB-ADVISOR

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth With Wisdom Advisors, Inc.

2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-30
FL	RA	APPROVED	2025-10-30
NJ	RA	APPROVED	2025-10-30
NY	RA	APPROVED	2021-03-16
TX	RA	APPROVED_RES	2020-06-23

CO RA
APPROVED

Since 2025-10-30
FL RA
APPROVED

Since 2025-10-30
NJ RA
APPROVED

Since 2025-10-30
NY RA
APPROVED

Since 2021-03-16
TX RA
APPROVED_RES

Since 2020-06-23

Branch Locations

2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth With Wisdom Advisors, Inc.	Palm Beach Gardens	FL	07/2014	Present
Saul Cohen	Palm Beach Gardens	FL	03/2012	12/2016
Gemini Club Condo Association	North Palm Beach	FL	02/2016	Present
Saul Cohen Dba Wealth With Wisdom Financial Services	Palm Beach Gardens	FL	12/1998	Present

07/2014 → Present

Wealth With Wisdom Advisors, Inc.

Palm Beach Gardens, FL
03/2012 → 12/2016

Saul Cohen

Palm Beach Gardens, FL
02/2016 → Present

Gemini Club Condo Association

North Palm Beach, FL
12/1998 → Present

Saul Cohen Dba Wealth With Wisdom Financial Services

Palm Beach Gardens, FL

Previous Registrations

2010-10-04 → 2014-09-10

Park Avenue Securities Llc

New York, NY

North Palm Beach, FL
2003-01-22 → 2010-08-18

Park Avenue Securities Llc

New York, NY

New York, NY

Other Businesses

(1) GEMINI CLUB HOME OWNERS ASSOCIATION, NON-INVESTMENT RELATED; STARTED 02/2014. 336 GOLFVIEW RD. #1019 NO. PALM BEACH, FL 33408. APPROX. 2 HOURS/MO ALL DURING SECURITIES TRADING HOURS. MANAGEMENT OF RESIDENTIAL BUILDING. (2) SAUL COHEN DBA WEALTH WITH WISDOM FINANCIAL SERVICES; INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT SINCE 12/1998; PALM BEACH GARDENS, FL; APPROX. 16 HOURS/MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-17
S63	Uniform Securities Agent State Law Examination	1989-03-30

S65 Uniform Investment Adviser Law Examination

1999-12-17
S63 Uniform Securities Agent State Law Examination

1989-03-30

Designations

Chartered Financial Consultant

Other Names

Saul Cohen

View on SEC IAPD