Park Avenue Securities
46yrs
Top advisor by experience in Farmington
New
Brian Cohan
Financial advisor at Cambridge Investment Research Advisors
Brian Cohan is a fiduciary financial advisor in Farmington, Connecticut, registered since May 2026. Brian joined Cambridge Investment Research Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 220 advisors with offices in Farmington, and one of 195 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office74 Batterson Park Rd. Suite. 303, Farmington, CT 06032
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Brian
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Brian. 74 Batterson Park Rd. Suite. 303Farmington, CT 06032Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Brian Cohan. Brian works from the Farmington, CT office.
How long has Brian been a financial advisor?
Brian is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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