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Current Employers
Wealth With Wisdom Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
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
CodeExamDate
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
Other Names
  • Saul Cohen

View on SEC IAPD

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