Geoffrey Hayward Cogger
Investment adviser representative at Cary Street Partners
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cary Street Partners LLCNov 2023 to now
- Cary Street Partners Investment Advisory LLCNov 2023 to now
- UnemployedFeb 2023 to Nov 2023
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2023
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2516273
- Firm CRD
- 128545