Rosemarie Filippone 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

• 01/2015 → 07/2018
  Capital One Investing, Llc
  Rockville, MD
• 01/2015 → 07/2018
  Capital One Advisors, Llc
  Rockville, MD
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Mclean, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  North Bethesda, MD

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  North Bethesda, MD
  Bethesda, MD
• 2015-01-28 → 2018-07-11
  Capital One Advisors, Llc
  Rockville, MD
  Mclean, VA
• 2010-04-26 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  Rockville, MD
• 2002-04-25 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1. PRESIDIO WEALTH ADVISORS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/13/2018 ADDRESS: 11810 Grand Park Avenue, Suite 500, No Bethesda MD 20852, United States DESCRIPTION: Provide financial planning advice. 2. SYMMETRY FINANCIAL PARTNERS POSITION: Managing Partner NATURE: insurance, financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/23/2022 ADDRESS: 11810 Grand Park Avenue, Suite 500, No. Bethesda MD 20852, United States DESCRIPTION: Outside insurance sales and financial planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Designations

• Certified Financial Planner

Other Names

• Rosemarie F Cohen
• Rosemarie F Filippone