Stillwater Investments

Stillwater Investments (CRD# 155411) is a financial advisory firm headquartered in Smithfield, RI. They manage $8,200,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $234,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

MA, RI

Financial Advisors at Stillwater Investments
Showing 1 - 1 of 1 top financial advisors.
1
James D. Cogswell
CRD#: 4159200
291 Stillwater Road, Smithfield, RI 02917
83
Wealthminder
score

James Cogswell (CRD# 4159200) is an Investment Advisor Representative working at Stillwater Investments in Smithfield, RI and has over 16 years of experience in the finance industry.

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