Glen Cohen

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 12/2012 → 08/2018
  Nationwide Investment Services Corp
  Columbus, OH
• 01/2018 → 07/2018
  Unemployed
  New York, NY
• 08/2018 → 09/2023
  Lpl Financial
  Fort Mill, SC
• 09/2023 → 07/2025
  Osaic Wealth, Inc.
  Jersey City, NJ
• 07/2025 → Present
  Equitable Advisors, Llc
  New York, NY
• 07/2025 → Present
  Equitable
  New York, NY

Previous Registrations

• 2023-09-19 → 2025-07-14
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2018-09-19 → 2023-06-30
  Lpl Financial Llc
  New York, NY
  San Diego, CA
• 2016-03-10 → 2018-01-08
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2013-02-28 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH
• 2007-01-25 → 2012-05-10
  Cleararc Capital, Inc.
  Pittsburgh, PA
• 2003-02-21 → 2003-07-09
  Invesco
  Denver, CO

Other Businesses

1. Bleecker Search Partners LLC It is not investment- related 33 Bleecker St #4A NY NY 10012 Transition Consulting owner 9/6/23 I am not currently spending anytime with the business 2. BLEECKER SEARCH PARTNERS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 33 Bleecker St, New York NY 10012, United States DESCRIPTION: executive search consultant

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-14
• S63 Uniform Securities Agent State Law Examination
  1994-07-20

Other Names

• Glen Daren Cohen
• Glen Cohen