Michael Robert 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

• 03/1982 → Present
  Nel Equity Services Corporation
  Boston, MA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Brooklyn, NY
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Brooklyn, NY

Previous Registrations

• 2017-01-26 → 2017-12-31
  Signator Investors, Inc.
  Brooklyn, NY
  Huntington Beach, CA

Other Businesses

1) TRUSTEE FOR THE TRUSTS FO IMMEDIATE FAMILY MEMBERS. 2) MRC FINANCIAL SERVICES POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/22/1988 ADDRESS: 1559 beaver hollow dr, toms river NJ 08755, United States DESCRIPTION: sell life insurance, disability insurance, LTC insurance, health insurance, and service my existing clients. 3) MRC WEALTH MANAGEMENT INC POSITION: president NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/03/2025 ADDRESS: 1559 beaver hollow d, toms river NJ 08755, United States DESCRIPTION: sell - fixed life, disability insurance, LTC, health insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-06

Designations

• Chartered Financial Consultant