Alton Robert Cogert
Investment adviser representative at Strategic Asset Alliance
32 yearsExperience
2 statesRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Saa Advisors, Inc.Aug 2008 to now
- Strategic Asset Alliance, Inc.Feb 1994 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Strategic Asset Alliance
Legal name: Saa Advisors, Inc.
$0Assets managed
20Clients
3Advisers
17 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
- 5612068
- Firm CRD
- 148763