Bryan Stuart Kocen
Investment adviser representative at The Kocen Financial Group, Inc.
36 yearsExperience
3 statesRegistered in
$185.9MFirm assets
21 yearsFirm in business
Are you Bryan Stuart Kocen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- The Kocen Financial Group, Inc.Jan 2003 to now
- Kocen Financial GroupJan 1991 to now
- Financial Goal Securities, Inc.Dec 1990 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
The Kocen Financial Group, Inc.
$185.9MAssets managed
222Clients
5Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2119036
- Firm CRD
- 112129