Cogent Associates, LLC
Firm details
- Headquarters
- Woodstock, Vermont
- CRD number
- 330920
- Registered since
- August 20, 2025
Firm profile
FINTRXOverview
Cogent Associates, LLC is structured as a limited liability company and is listed as SEC-registered in 2025. The firm is owned by an individual and is classified in the source as "unclassified." The dataset flags the adviser as not serving as a capital allocator and not identifying as an active ESG investor. It is also not marked as a multi-state adviser, not a pension consultant, and has no related adviser noted. Several fields that would describe client types, fee schedules, and specific advisory activities were left blank in the source and therefore are not reflected here.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Timothy Costello
Compliance ConsultantCRD 7092108
Daniel Beaton
FinOpCRD 4240769
Paige Rand
Senior Compliance ProfessionalCRD 4520907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodstock, VT
Windsor
Location
Woodstock, VT
Headquartered in Woodstock, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Windsor
- Address
- 73 Central St
- Time zone
- ET (UTC-5)
- Office locations
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