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 registered with the SEC as of 2025. The firm is owned by an individual and is categorized in source data as "Unclassified." The record indicates the firm does not function as a capital allocator and does not identify as an active ESG investor. The dataset also flags that Cogent Associates is not a multi-state adviser, is not listed as a newly formed adviser, and is not recorded as a pension consultant or related adviser. The source provides no further detail on the firm’s client focus, fee schedule, specific business lines, or advisory activities.
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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