Cogent Associates, LLC
Firm details
- Headquarters
- Woodstock, Vermont
- CRD number
- 330920
- Registered since
- August 20, 2025
Firm profile
FINTRXOverview
Cogent Associates, LLC is registered as a limited liability company and became an SEC-registered adviser in 2025. Public records identify the owner type as an individual and classify the firm as "unclassified." The records note the firm is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. Filings supplied minimal detail about the firm’s client base, fee schedules, core business activities, and day-to-day advisory offerings.
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
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