Samuel Bernard Cohen

Employer firm

Park State Asset Management LLC CRD 336573

$192M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• 2024-06-14 → 2025-09-03
  Osaic Wealth, Inc.
  New York, NY
  Pittsford, NY
• 2023-04-14 → 2024-06-14
  Securities America Advisors, Inc.
  New York, NY
• 2020-08-31 → 2021-04-23
  Santander Securities Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Samuel Cohen