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

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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