Ashley E. Vann

COGENT PRIVATE WEALTH

ORLANDO, FL 32801

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CRD#: 3058267

Professional summary

Ashley Elizabeth Vann, who also goes by Ashley E Layson, Ashley Elizabeth Layson, is a registered financial advisor currently at COGENT PRIVATE WEALTH located in Orlando, Florida.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ashley has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Ashley E Layson | Ashley Elizabeth Layson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Elizabeth Vann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2026 - Present

COGENT PRIVATE WEALTH

Office #1: 420 S. Orange Ave. Suite 825, Orlando, FL 32801

RIA

CRD#: 319092

ORLANDO, FL

Past

March 19, 2004 - September 21, 2006

WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252

NORCROSS, GA

Past

July 27, 1998 - October 20, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/22/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/7/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1998

General Securities Representative Examination

Current Firm

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 Terminated)

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Contact information

Main Address

420 S. Orange Ave. Suite 825, Orlando, FL 32801

Mailing Address

Phone number

(407) 887-4965

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COGENT PRIVATE WEALTH BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 141,498,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Why AdvisorCheck

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Firm Stability Insights

Ashley E. Vann

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Elizabeth Vann's CRS (Customer Relationship Summary).

Certified licenses

Experience

COGENT PRIVATE WEALTH

WELLS INVESTMENT SECURITIES,INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COGENT PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2026

Series 66

Date: 8/7/1998

Series 7

Date: 7/21/1998

Current Firm

COGENT PRIVATE WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COGENT PRIVATE WEALTH

TRUST BUT VERIFY

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