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Marjorie Rice Cogguillo

The Community Foundation For Greater New Haven, Inc.

New Haven, CT

CRD 1552756

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Employer firm

The Community Foundation For Greater New Haven, Inc. CRD 169212

$560M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
The Community Foundation For Greater New Haven, Inc.

70 Audubon Street, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-18
  • CT RA
    APPROVED
    Since 2025-06-18

Branch Locations

70 Audubon Street, New Haven, CT 06510 • 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
The Community Foundation For Greater New Haven New Haven CT 04/2021 Present
Bhcares East Haven CT 12/2020 04/2021
Milford Department Of Education Milford CT 11/2020 03/2021
Cogguillo Family Dentistry Milford CT 01/2014 12/2021
  • 04/2021 → Present
    The Community Foundation For Greater New Haven
    New Haven, CT
  • 12/2020 → 04/2021
    Bhcares
    East Haven, CT
  • 11/2020 → 03/2021
    Milford Department Of Education
    Milford, CT
  • 01/2014 → 12/2021
    Cogguillo Family Dentistry
    Milford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
Other Names
  • Marjorie Rice
  • Marjorie Strong Rice

View on SEC IAPD

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