Glenn Brian Cohen
Investment adviser representative at Merit Financial Advisors
37 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Pks InvestmentsFeb 2026 to now
- Merit Financial AdvisorsJan 2026 to now
- Commonwealth Financial NetworkNov 2019 to Jan 2026
- Glennco LLCJan 2019 to Jan 2026
- Hd Vest Insurance Agency, LLCDec 2017 to Nov 2019
- H.D. Vest Advisory ServicesJun 2000 to Nov 2019
- H.D. Vest Investment ServicesNov 1999 to Nov 2019
- Glenn B Cohen CpaDec 1989 to Feb 2026
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 4084404
- Firm CRD
- 142457