Best Investors Account Sign in
Inactive

Samuel Bernard Cohen

Park State Asset Management LLC

Beverly, MA

Claim This Profile
Current Employers
Park State Asset Management Llc

50 Dunham Ridge, Suite 3100, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
  • MA RA
    APPROVED
    Since 2026-05-11

Branch Locations

50 Dunham Ridge, Suite 3100, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock Boston MA 07/2019 07/2020
Blackrock Investments Llc Boston MA 07/2019 07/2020
Raymond James Financial Boston MA 07/2017 07/2019
Emory University Atlanta GA 09/2013 06/2017
Santander Securities, Llc Dorchester MA 08/2020 04/2021
Santander Bank, Na Boston MA 08/2020 04/2021
Alpha Ir Group Chicago IL 04/2021 04/2023
Securities America, Inc. New York NY 04/2023 06/2024
Securities America Advisors New York NY 04/2023 06/2024
Osaic Wealth, Inc. New York NY 06/2024 10/2025
Osaic Wealth, Inc. New York NY 06/2024 10/2025
Park State Asset Management Llc Beverly MA 11/2025 Present
  • 07/2019 → 07/2020
    Blackrock
    Boston, MA
  • 07/2019 → 07/2020
    Blackrock Investments Llc
    Boston, MA
  • 07/2017 → 07/2019
    Raymond James Financial
    Boston, MA
  • 09/2013 → 06/2017
    Emory University
    Atlanta, GA
  • 08/2020 → 04/2021
    Santander Securities, Llc
    Dorchester, MA
  • 08/2020 → 04/2021
    Santander Bank, Na
    Boston, MA
  • 04/2021 → 04/2023
    Alpha Ir Group
    Chicago, IL
  • 04/2023 → 06/2024
    Securities America, Inc.
    New York, NY
  • 04/2023 → 06/2024
    Securities America Advisors
    New York, NY
  • 06/2024 → 10/2025
    Osaic Wealth, Inc.
    New York, NY
  • 06/2024 → 10/2025
    Osaic Wealth, Inc.
    New York, NY
  • 11/2025 → Present
    Park State Asset Management Llc
    Beverly, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-21
  • S66 Uniform Combined State Law Examination
    2020-08-21
Designations
Other Names
  • Samuel Cohen

View on SEC IAPD

Other Firms

EASTERLY INVESTMENT PARTNERS LLC
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
BROOKWOOD ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
US ADVISORY GROUP
MARIPAU WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC

Other Investors

PAUL BRADLEY CITARELL
RICHARD A. SNOW
BURNS MCNEIL LOWRY
JOSHUA SCHACHTER
JOSE DEJESUS CERVANTES
David Robert MacDougall
JANELL PHILLIPS
JAMES R MCCALL

Other Offices

EASTERLY INVESTMENT PARTNERS LLC · BEVERLY, MA
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC · BEVERLY, MA
BROOKWOOD ADVISORS, LLC · BEVERLY, MA
WELLS FARGO CLEARING SERVICES, LLC · BEVERLY, MA
US ADVISORY GROUP · BEVERLY, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA
COMMONWEALTH FINANCIAL NETWORK · Danvers, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA

More in Beverly, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor