Adam Lee Cohler

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-08-15

NJ RA
APPROVED

Since 2023-08-15

Branch Locations

1307 White Horse Road Ste. D-102, Voorhees, NJ 08043 • 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

Organization	City	State	From	To
Greenblatt, Pierce, Funt And Flores Llc	Philadelphia	PA	06/2017	05/2020
New Jersey Judiciary - Gloucester Cty. Superior Court	Woodbury	NJ	08/2020	08/2021
New Jersey Office Of The Public Defender	Cape May	NJ	09/2021	01/2023
Ramapo College Of New Jersey	Mahwah	NJ	09/2013	05/2017
Rutgers School Of Law - Camden	Camden	NJ	08/2017	05/2020
Unemployed	Cherry Hill	NJ	05/2020	08/2020
Cohler Financial Associates	Marlton	NJ	04/2024	Present
United Planners Financial Services	Scottsdale	AZ	04/2023	Present
Abby N. Cohler, Esq. Firm	Marlton	NJ	06/2023	07/2025
Adam L. Cohler	Marlton	NJ	03/2024	Present
Cohler Law Firm	Marlton	NJ	07/2025	Present

06/2017 → 05/2020

Greenblatt, Pierce, Funt And Flores Llc

Philadelphia, PA
08/2020 → 08/2021

New Jersey Judiciary - Gloucester Cty. Superior Court

Woodbury, NJ
09/2021 → 01/2023

New Jersey Office Of The Public Defender

Cape May, NJ
09/2013 → 05/2017

Ramapo College Of New Jersey

Mahwah, NJ
08/2017 → 05/2020

Rutgers School Of Law - Camden

Camden, NJ
05/2020 → 08/2020

Unemployed

Cherry Hill, NJ
04/2024 → Present

Cohler Financial Associates

Marlton, NJ
04/2023 → Present

United Planners Financial Services

Scottsdale, AZ
06/2023 → 07/2025

Abby N. Cohler, Esq. Firm

Marlton, NJ
03/2024 → Present

Adam L. Cohler

Marlton, NJ
07/2025 → Present

Cohler Law Firm

Marlton, NJ

Other Businesses

1.) COHLER FINANCIAL ASSOCIATES - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - VOORHEES, NJ - SINCE 04/2024 - INVESTMENT RELATED 2.) ADAM L. COHLER - INSURANCE AGENT - NON-VARIABLE INSURANCE - VOORHEES, NJ - SINCE 03/2024 - INVESTMENT RELATED 3.) COHLER LAW FIRM - ATTORNEY - ATTORNEY, LEGAL SERVICES - VOORHEES, NJ - SINCE 07/2025 - NOT INVESTMENT RELATED 4.) CAMDEN COUNTY BAR ASSOCIATION - TRUSTEE-SECRETARY - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - CHERRY HILL, NJ - SINCE 06/2025 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-14

S66 Uniform Combined State Law Examination

2023-08-14