Savannah Rose Cooper
Investment adviser representative at Cogentblue
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$606MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- CogentblueJul 2025 to now
- Cogentblue Wealth Advisors, LLCJul 2025 to now
- Morris Financial Concepts, Inc.Sep 2018 to Jul 2025
- Bank of AmericaJun 2017 to Aug 2018
- O2 FitnessMay 2017 to Jun 2017
- D.A. Davidson & Co.Sep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (MS, NH, TN).
Cogentblue
Legal name: Cogentblue Wealth Advisors, LLC
$606MAssets managed
118Clients
5Advisers
4 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
- 6584490
- Firm CRD
- 312899