Cogent Associates, LLC
Firm details
- Headquarters
- Woodstock, Vermont
- CRD number
- 330920
- Registered since
- August 20, 2025
Firm profile
FINTRXOverview
Cogent Associates, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with registration in 2025. Ownership is reported as individual-held and the firm is classified as unclassified in the available record. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state adviser. The record also notes it is not a pension consultant and has no related-adviser status. Public disclosures provide very limited detail about the firm's business lines or advisory activities. There are no listed fee structures, client segments, or stated investment preferences in the available dataset.
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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