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 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

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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
  • Timothy Costello

    Timothy Costello

    Compliance ConsultantCRD 7092108

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Paige Rand

    Paige Rand

    Senior Compliance ProfessionalCRD 4520907

Unlock 1 more contacts

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