Derek Justin Collins
Investment adviser representative at Cogent Private Wealth
12 yearsExperience
2 statesRegistered in
$250.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Cogent Private WealthJan 2024 to now
- Perfection Polishing & Auto DetailingAug 2023 to Dec 2023
- Charles Schwab & Co, IncJun 2023 to Jul 2023
- Smart WealthAug 2022 to Dec 2022
- Milestone Professional ServicesDec 2020 to Feb 2021
- Perfection Polishing & Auto DetailingApr 2020 to Jun 2023
- LowesMar 2020 to Mar 2021
- Detailing UnlimitedNov 2018 to Mar 2020
- StudentJan 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cogent Private Wealth
Legal name: Cogent Private Wealth, Inc.
$250.3MAssets managed
110Clients
5Advisers
1 yearIn 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
- 7737898
- Firm CRD
- 319092