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 registration in 2025. Ownership is reported as individual-held and the firm is classified as unclassified in the available record. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state adviser. The record also notes it is not a pension consultant and has no related-adviser status. Public disclosures provide very limited detail about the firm's business lines or advisory activities. There are no listed fee structures, client segments, or stated investment preferences in the available dataset.

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
  • Timothy Costello

    Timothy Costello

    Compliance ConsultantCRD 7092108

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Paige Rand

    Paige Rand

    Senior Compliance ProfessionalCRD 4520907

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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