Brian Cohen

Brian Cohen is a Principal, Wealth Advisor, and Chief Compliance Officer at Landmark Wealth Management, LLC, a fee-only fiduciary financial advisory firm based on Long Island. He brings over four decades of experience helping individuals, families, and business owners achieve their financial goals through personalized investment management and financial planning.

Brian began his career in the financial services industry in 1981 with Neuberger Berman, a leading investment management firm. After several successful years, he briefly left the field to operate his own retail business before returning to finance in 1990.

In 1991, Brian joined Charles Schwab & Co., where he spent a decade and was promoted to Branch Manager within two years. He managed multiple Long Island offices—including Islandia, Melville, Massapequa, and Jericho—and worked directly with high-net-worth clients. Brian was one of six managers nationwide selected to lead Schwab’s Signature Services, a division serving the firm’s most affluent clients. Under his leadership, his branches consistently ranked among the top 20% nationwide for client satisfaction, and in 1997 his team earned recognition as Top Branch for Customer Service.

Following Schwab, Brian served as Investment Center Manager and later Eastern Regional Director for HarrisDirect (formerly DLJdirect and CSFBdirect), working with individual, small business, and institutional investors. He later held management roles at Fidelity Investments, overseeing branches in Garden City, Huntington, and Manhattan’s Flatiron District.

Returning to Long Island in 2011, Brian joined HSBC as Branch Manager and later Wells Fargo as a Private Banker serving affluent clients. In 2013, he became a Principal and Investment Advisor at Core-X Wealth Management, which merged with Landmark Wealth Management in 2015.

At Landmark, Brian combines his extensive background in client relationship management, regulatory compliance, and investment strategy to deliver comprehensive, fiduciary advice. He also oversees firm compliance and operational standards to ensure Landmark upholds the highest professional and ethical principles.

Brian attended the University at Buffalo, majoring in Business Administration. He has held Series 7, 9, 10, 24, 55, 63, and 65 registrations, along with New York State Health and Life Insurance licenses, and has served on FINRA’s Board of Arbitrators since 2001.

A lifelong New Yorker, Brian grew up in Brooklyn and has lived in Greenlawn, NY, since 1994 with his wife, Debbie. They have two daughters, Amanda and Rebecca, and a poodle/shih-tzu named Buddy.