Best Investors Account Sign in

Samuel Williams Cogan

Strategic Advisers LLC

Boca Raton, FL

Boca Raton, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-20
TX RA APPROVED 2025-06-17
  • FL RA
    APPROVED
    Since 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-17

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boca Raton FL 01/2025 Present
Td Bank Boca Raton FL 08/2015 01/2017
Paradise Bank Boca Raton FL 01/2017 04/2019
Centennial Bank Fort Lauderdale FL 01/2021 05/2022
Q7 Capital Llc Boca Raton FL 03/2024 12/2024
First National Bank Of Coastal Community Boca Raton FL 05/2022 03/2024
Anchor Bank Palm Beach Gardens FL 04/2019 01/2021
  • 01/2025 → Present
    Fidelity Investments
    Boca Raton, FL
  • 08/2015 → 01/2017
    Td Bank
    Boca Raton, FL
  • 01/2017 → 04/2019
    Paradise Bank
    Boca Raton, FL
  • 01/2021 → 05/2022
    Centennial Bank
    Fort Lauderdale, FL
  • 03/2024 → 12/2024
    Q7 Capital Llc
    Boca Raton, FL
  • 05/2022 → 03/2024
    First National Bank Of Coastal Community
    Boca Raton, FL
  • 04/2019 → 01/2021
    Anchor Bank
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23
Other Names
  • Samuel Cogan

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor