Samuel Cohen

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 08/2023 → 05/2024
  Primerica Financial Services
  Duluth, GA
• 10/2022 → 07/2023
  Grapes And Grains Spirits
  Chamblee, GA
• 06/2017 → 08/2018
  Oak Steakhouse
  Alpharetta, GA
• 01/2014 → 10/2022
  Full-Time Education
  Atlanta, GA
• 09/2024 → Present
  Morgan Stanley
  Alpharetta, GA
• 05/2024 → 09/2024
  Unemployed
  Dunwoody, GA
• 06/2025 → Present
  Truist Investment Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16

Other Names

• Samuel Cohen
• Sam Cohen