Geoffrey
Cogger
Cary Street Partners
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About this Advisor
Geoffrey Cogger is a financial advisor based in Leesburg, Virginia, working with Cary Street Partners. Geoffrey has previously held positions at Strategic Advisers, Fidelity Brokerage Services LLC, Ef Legacy Securities, LLC, Sanders Morris Harris LLC, Financial Engines Advisors L.L.C, and Cary Street Partners Investment Advisory LLC. Geoffrey has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Geoffrey is part of Cary Street Partners, which operates out of Leesburg, Virginia. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
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
- Educational seminars/workshops
Geoffrey Cogger Work History
Cary Street Partners Investment Advisory LLC
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris LLC
Strategic Advisers
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Geoffrey Cogger 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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