Brendan Philip Cohen

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 12/2018 → 07/2021
  B6 Real Estate Advisors
  New York, NY
• 08/2021 → 07/2023
  Mri
  Solon, OH
• 07/2023 → 02/2024
  Unemployed
  Denver, CO
• 07/2024 → 07/2024
  Historians Ale House
  Denver, CO
• 05/2024 → 07/2024
  Ubereats
  San Francisco, CA
• 02/2024 → 07/2024
  Doordash
  San Francisco, CA
• 11/2018 → 12/2018
  Unemployed
  New York, NY
• 12/2016 → 11/2018
  Rosewood Realty Group
  New York, NY
• 01/2016 → 12/2016
  Solomon Page Group / Morgan Stanley
  New York, NY
• 12/2016 → 12/2016
  Unemployed
  New York, NY
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  2024-11-26

Other Names

• Brendan Cohen