Cognitive Trader

Cognitive Trader (CRD# 167062) is a financial advisory firm headquartered in Summerland, CA. They manage $8,443,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,407,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cognitive Trader
Showing 1 - 2 of 2 top financial advisors.
1
Joshua R. Anderson
CRD#: 6188693
Santa Barbara, CA
90
Wealthminder
score

Joshua Anderson (CRD# 6188693) is an Investment Advisor Representative working at Cognitive Trader in Santa Barbara, CA and has over 3 years of experience in the finance industry.

2
Ryan J. Anderson
CRD#: 3159172
Santa Barbara, CA
89
Wealthminder
score

Ryan Anderson (CRD# 3159172) is an Investment Advisor Representative working at Cognitive Trader in Santa Barbara, CA and has over 2 years of experience in the finance industry.

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