Oded Cohen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 04/2009 → 06/2024
  Securities America Inc.
  Lavista, NE
• 04/2009 → 06/2024
  Securities America Advisors, Inc.
  Roswell, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Roswell, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Roswell, GA

Previous Registrations

• 2009-04-23 → 2024-06-14
  Securities America Advisors, Inc.
  Roswell, GA
  Atlanta, GA
• 2005-11-14 → 2009-04-13
  Banc Of America Investment Services, Inc.
  Atlanta, GA
  Forest Park, GA
• 2003-01-13 → 2005-12-02
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

DBA COHEN WEALTH STRATEGIES, LLC. COHEN WEALTH STRATEGIES, LLC POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - START DATE: 12/2009 - LOCATED AT 3200 BYWATER TRAIL STE 200, ROSWELL, GA 30075 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/01/2009 ADDRESS: 3200 Bywater Trail, Suite 200, Roswell GA 30075, United States DESCRIPTION: Provide investment advice to clients COHEN WEALTH STRATEGIES, LLC POSITION: Financial Advisor NATURE: INSURANCE SALES - AGENT - START DATE: 09/2000 - LOCATED AT 3200 BYWATER TRAIL STE 200, ROSWELL, GA 30075 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2000 ADDRESS: 3200 Bywater Trail, Suite 200, Roswell GA 30075, United States DESCRIPTION: Provide investment advise to clients.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-20
• S63 Uniform Securities Agent State Law Examination
  2001-01-04

Other Names

• Odie Cohen