Ross Cohen

Current Employers

Employment History

• 06/2017 → 05/2025
  Guardian Life Insurance Co Of America
  Woodbury, NY
• 06/2017 → 05/2025
  Park Avenue Securities, Llc
  Woodbury, NY
• 07/2016 → 07/2017
  Lendio
  Woodbury, NY
• 07/2017 → Present
  Hochheiser Deutsch & Co.
  Melville, NY
• 01/2020 → Present
  Hd Insurance Services
  Melville, NY
• 05/2025 → 09/2025
  Avantax Investment Services, Inc.
  Melville, NY
• 05/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Melville, NY
• 05/2025 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 07/2017 → Present
  Hochheiser Deutsch & Co.
  Melville, NY
• 01/2020 → Present
  Hd Insurance Services
  Melville, NY
• 01/2025 → Present
  Outside Insurance Sales
  Melville, NY
• 03/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Rmc Wealth Services
  Melville, NY

Previous Registrations

• 2025-05-09 → 2025-09-05
  Avantax Advisory Services
  Melville, NY
  Dallas, TX
• 2017-08-15 → 2025-05-09
  Park Avenue Securities Llc
  Woodbury, NY
  Melville, NY
  New York, NY
• 2010-10-18 → 2016-04-21
  Morgan Stanley
  Melville, NY
  Melville, NY

Other Businesses

1) HD INSURANCE SERVICES POSITION: Employee NATURE: This is where the revenue from the outside insurance activities of fixed insurance sales and renewals get deposited. There are business expenses paid out of this bank account as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2020 ADDRESS: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESCRIPTION: Service existing clients of the firm and prospect new clients. Investment advise and financial planning. Shopping for various insurance coverages and assisting client with application. 2) OUTSIDE INSURANCE SALES POSITION: Licensed Agent NATURE: selling life insurance, long term care and disability outside Avantax INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2025 ADDRESS: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESCRIPTION: Shopping for various coverage. Assisting clients with application and underwriting process. The way each policy works and ensuring suitability. 3) HOCHHEISER DEUTSCH & CO. POSITION: Director of Retirement Plans/Investment Specialist NATURE: Receive W2 income and bonuses Provide financial planning and investment services to individuals. Focus on qualified retirement plans for small businesses. Provide asset allocation recommendations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2017 ADDRESS: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESCRIPTION: Service existing clients and prepare financial plan and investment services for company; 4) NAME OF OTHER BUSINESS: RMC WEALTH SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: RUN THE FEES GENERATED THROUGH ADVISORY ONLY TO THIS ENTITY.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-26
• S63 Uniform Securities Agent State Law Examination
  1994-12-14

Other Names

• Ross Michael Cohen