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Robert Peter Cogliati

Commonwealth Financial Network

Hauppauge, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-20
  • NY RA
    APPROVED
    Since 2021-12-20

Branch Locations

350 Motor Parkway Suite 110, Hauppauge, NY 11788 • 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
Caminiti & Cogliati, Cpas, Llp Hauppauge NY 10/2000 Present
R.P. Cogliati, Cpa, Pc East Northport NY 10/2000 Present
C & C Planning Services, Inc. Hauppauge NY 07/2004 Present
  • 10/2000 → Present
    Caminiti & Cogliati, Cpas, Llp
    Hauppauge, NY
  • 10/2000 → Present
    R.P. Cogliati, Cpa, Pc
    East Northport, NY
  • 07/2004 → Present
    C & C Planning Services, Inc.
    Hauppauge, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20
Other Names
  • Robert P Cogliati

View on SEC IAPD

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Other Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY
MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY
LPL FINANCIAL LLC · HAUPPAUGE, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hauppauge, NY
J.P. MORGAN SECURITIES LLC · HAUPPAUGE, NY
CETERA INVESTMENT ADVISERS LLC · Hauppauge, NY
ONEDIGITAL · Hauppauge, NY

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