Gil Daniel Cohen
Financial advisor at Osaic Wealth, Inc. · Fort Lauderdale, FL
Last updated 2026-10-10
Claim your profileGil Daniel Cohen is a financial advisor at Osaic Wealth, Inc. in Fort Lauderdale, FL, CRD 2555586. Licenses and exams on the registration: Series 63. IAPD registration began 1994-11-29.
Registration
- CRD number
- 2555586
- Registration status
- Active
- IAPD registration
- 1994-11-29
- Industry Experience
- 31 years
- Work Experience
- 11 years
- States registered
- FL
Licenses and exams
- Series 63
Designations
- Chartered Financial Consultant
Work history
- 2015-05 to 2023-09 · Sagepoint Financial Inc · Fort Lauderdale, FL
- 2023-09 to Present · Osaic Wealth, Inc. · Fort Lauderdale, FL
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
About
Gil Daniel Cohen is a Chartered Financial Consultant financial advisor at Osaic Wealth, Inc. in Fort Lauderdale, FL. Reported securities licenses include Series 63. The latest record indicates 31 years of industry experience and 11 years of reported work history. Reported roles include Sagepoint Financial Inc.
SEC disclosures list additional business and community activities: 1) Gil Cohen; Position: Council Member; Nature: Member Of The Broward Sherriff'S Advisory Council; Investment Related: No; Number Of Hours: 8; Securities Trading Hours: 0; Start Date: 03/03/2014; Address: 1920 E Hallandale Blvd: The day to day operations are handled by another partner in the business; I assist with overseeing operations occasionally, generally only during one meeting a week to review the weekly activities of the business 3) gdc357llc position: owner nature: llc investment related: yes number of hours: 2 securities trading hours: 0 start date: 01/01/2011 address: 2781 ne 8 court, pompano beach fl 33062, united states description: rental properties 4) gdc financial network llc position: manager nature: llc investment related: no number of hours: 4 securities trading hours: 0 start date: 10/01/2016 address: 2781 ne 8 court, pompano beach fl 33062, united states description: this is a limited liability corporation i opened for tax purposes only.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
5310 NW 33 Ave., Fort Lauderdale, FL 33309
28 advisors at this office.
Contact
The firm's filed contact details.
Official record
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