Brian Todd Cohen

Employer firm

Atcap Partners, LLC CRD 158214

$196M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Market timing
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → Present
  737 Smithtown Bypass Corp
  Smithtown, NY
• 05/2008 → Present
  American Creamery, Inc
  Glendale, NY
• 02/2009 → 07/2022
  National Securities Corporation
  Uniondale, NY
• 06/2009 → 11/2024
  B. Riley Wealth Advisors
  Uniondale, NY
• 07/2022 → 11/2024
  B. Riley Wealth Management
  Westbury, NY
• 11/2024 → Present
  Ceros Fiancial Services
  Rockville, MD
• 12/2024 → Present
  Atcap Partners Llc
  Rockville, MD

Previous Registrations

• 2009-10-19 → 2024-12-12
  B. Riley Wealth Advisors, Inc.
  Uniondale, NY
  Westbury, NY
  Westbury, NY
  Old Westbury, NY

Other Businesses

(2) 737 SMITHTOWN BYPASS CORP; REAL ESTATE HOLDINGS; OWNER; WESTBURY, NY; 0 HRS/MONTH; INVESTMENT-RELATED... (3) BIG BEN HUNTING, LLC; BOAT OWNERSHIP; OWNER; OLD WESTBURY, NY; 0 HRS/MONTH; NOT INVESTMENT-RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-15
• S63 Uniform Securities Agent State Law Examination
  2002-01-18