Cognitive Investments LLC

Cognitive Investments LLC (CRD# 308306) is a financial advisory firm headquartered in Cambridge, MA. They manage $7,794,542 in 25 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1 Broadway, 14th Floor, Cambridge, MA 02142
https://castro.fm/podcast/e67f8efd-1171-4da9-a721-12741193572b
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $311,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, TX

Financial Advisors at Cognitive Investments LLC
Showing 1 - 3 of 3 top financial advisors.
1
Steven Denison, financial advisor Cambridge MA
Steven Denison
CRD#: 7000775
1 Broadway, 14th Floor, Cambridge, MA 02142

Steven Denison (CRD# 7000775) is an Investment Advisor Representative working at Cognitive Investments LLC in Cambridge, MA and has over 8 years of experience in the finance industry.

2
Robert Larity, financial advisor Houston TX
Robert E. Larity
CRD#: 6594297
2100 W. Loop South, Houston, TX 77027

Robert Larity (CRD# 6594297) is an Investment Advisor Representative working at Cognitive Investments LLC in Houston, TX and has 1 year of experience in the finance industry.

3
Thomas Naughton, financial advisor Newport Beach CA
Thomas J. Naughton
CRD#: 7446641
Newport Beach, CA

Thomas Naughton (CRD# 7446641) is an Investment Advisor Representative working at Cognitive Investments LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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