Samuel Cohen
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Jul 2026 to now
- Truist Investment Services, Inc.Jun 2025 to now
- Morgan StanleySep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Primerica Financial ServicesAug 2023 to May 2024
- Grapes and Grains SpiritsOct 2022 to Jul 2023
- Oak SteakhouseJun 2017 to Aug 2018
- Full-time EducationJan 2014 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7794477
- Firm CRD
- 283390