Anthony Eugene Cosey

Employer firm

Cosey Financial Services, Inc. CRD 140175

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 07/2020
  Silver Oak Securities, Inc.
  Jackson, TN
• 04/2006 → Present
  Cosey Financial Services, Inc.
  Knoxville, TN

Previous Registrations

• 2008-09-03 → 2008-09-04
  Silver Oak Securities, Incorporated
  Knoxville, TN
  Knoxville, TN
  Jackson, TN
• 2004-08-27 → 2007-07-03
  Ssn Advisory, Inc.
  Knoxville, TN
• 2004-04-28 → 2004-06-01
  American General Securities Incorporated
  Knoxville, TN

Other Businesses

COSEY INSURANCE SERVICES, LLC. LIFE AND HEALTH INSURANCE. NOT SECURITEIS RELATED. COMMISION BASED. 1 HOUR PER WEEK. STARTED 06/2011. OWNER. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922. THE RUNNING FOUNDATION INVOLVED IN REVIEWING AND DIRECTING DONATIONS TO LOCAL CHARITIES AND PLANNING AND MARKETING FOR THE FOUNDATION. NOT INVESTMENT RELATED. 2 HOURS PER WEEK. STARTED 2022. FOUNDER. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922. ACTIVE CAPITAL MANAGEMENT, LLC. ADVISORY SERVICES. INVESTMENT RELATED. 10 HOURS PER MONTH. STARTED 2023. PRESIDENT. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-04
• S63 Uniform Securities Agent State Law Examination
  1999-11-10

Other Names

• Tony Cosey