Robert S. Cohen

Wealth Management Advisor

Robert is a Wealth Management Advisor based just outside of New York City. Recognized for excellence in wealth management, Robert leads a dedicated team focused on serving his clients. His approach emphasizes client-first service, building an in-depth understanding of clients’ evolving goals, and actively shaping strategies to achieve them. Robert utilizes a time-tested approach for managing risk and building portfolios, bringing clients’ wealth to its full potential. My team is committed to fostering long-term relationships built on trust, transparency, and integrity. We pride ourselves on not just managing wealth but enhancing lives, by offering proactive guidance, continuous support, and educational resources to help our clients make informed decisions.

ABOUT ROBERT

Robert has been in the Financial Services Industry for over 34 yearsPreviously served as the Founder & CEO of Trinity Trading Corporation on the NYSE
Holds the Series 7 and 63 Securities Registrations
Licensed to sell Life, Accident, and Health Insurance

PROFILE

Serves on the leadership team for the New Canaan Men’s Society
Resides in Ossining, NY with his wife Denise and their two children Madeline and Michael
Enjoys golfing, playing tennis, pickleball, and fishing
In addition to his professional achievements, Robert is actively involved in the community, focusing on faith-based initiatives to help people recover from addiction.

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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance License # 4206433

Check the background of this investment professional on FINRA’s BrokerCheck