Robert
Cogliati
Commonwealth Financial Network
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About this Advisor
Robert Cogliati is a financial advisor based in Hauppauge, New York with 2 years of industry experience. Cogliati is currently employed by Commonwealth Financial Network. Throughout their career, Cogliati has worked at Caminiti & Cogliati, Cpas, Llp, R.P. Cogliati, Cpa, Pc and C & C Planning Services, Inc. Cogliati has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in New York. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in assets among its 585,629 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which service is offered. However, fees charged by Commonwealth Financial Network likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Cogliati Work History
Robert has been registered as a financial advisor for 2 years.*
C & C Planning Services, Inc
Caminiti & Cogliati, Cpas, Llp
R.P. Cogliati, Cpa, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Cogliati to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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