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 an indicated registration year of 2025. The firm is owned by an individual and is classified in the source data as "Unclassified," which suggests limited public disclosure about its target markets or strategic positioning. Available disclosures flag that the firm is not a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. Key items such as its advisory services, fee structure, and client types were not provided in the supplied data.
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 4Daniel Beaton
FinOpCRD 4240769

Paige Rand
Senior Compliance ProfessionalCRD 4520907

Timothy Costello
ConsultantCRD 7092108
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
Similar firms
D. B. Mckenna & Co, Inc.
Broker-DealerBennington, VT
ESI Financial Advisors
Broker-DealerMontpelier, VT
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Whitehall Capital Markets LLC
Broker-DealerMiami Beach, FL
Solic Capital LLC
Broker-DealerChicago, IL
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA