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Financial ADVSR advisor directory · SEC adviser records

Cogent Private Wealth financial advisors in Orlando, FL

Every SEC-registered investment adviser representative at a Cogent Private Wealth office in Orlando, A to Z.

4 registered advisors work at Cogent Private Wealth in Orlando, out of 4 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cogent Private Wealth advisors in Orlando, A to Z

Every Cogent Private Wealth advisor →

Cogent Private Wealth advisors in every city and state →Cogent Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Orlando

All Orlando advisors →

Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31

Questions

How many financial advisors does Cogent Private Wealth have in Orlando?

4 investment adviser representatives are registered at Cogent Private Wealth offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cogent Private Wealth one of the largest advisor employers in Orlando?

Cogent Private Wealth ranks number 44 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.

How do I check a Cogent Private Wealth advisor in Orlando?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cogent Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.