Cogent Associates, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Woodstock, Vermont
CRD number
330920
Registered since
August 20, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Paige Rand

    Paige Rand

    Senior Compliance ProfessionalCRD 4520907

  • Timothy Costello

    Timothy Costello

    ConsultantCRD 7092108

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth