Cobb H. Sadler

CATAMOUNT STRATEGIC ADVISORS

Nashville, TN 37215

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CRD#: 4225742

Professional summary

Cobb Hoskins Sadler, who also goes by Cobb H Sadler, is a registered financial advisor currently at CATAMOUNT STRATEGIC ADVISORS, LLC located in Nashville, Tennessee.

Cobb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Cobb has worked at 4 firms and has passed the Series 63, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cobb H Sadler

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 Cobb Hoskins Sadler's 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 3, 2018 - Present

CATAMOUNT STRATEGIC ADVISORS, LLC

Office #1: 4235 Hillsboro Pike #300, Nashville, TN 37215

RIA

CRD#: 150823

Nashville, TN

Past

January 30, 2017 - December 31, 2018

CATAMOUNT STRATEGIC ADVISORS, LLC

RIA

CRD#: 150823

Incline Village, NV

Past

October 13, 2009 - December 31, 2015

CATAMOUNT STRATEGIC ADVISORS, LLC

RIA

CRD#: 150823

SAN FRANCISCO, CA

Past

June 3, 2005 - December 31, 2008

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

SAN FRANCISCO, CA

Past

September 21, 2004 - May 23, 2005

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

December 8, 2003 - September 21, 2004

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

April 16, 2002 - November 25, 2003

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

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

California
(1/22/2019)

IAR

Nevada
(7/3/2018)

IAR

Tennessee
(7/23/2021)

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

Series 63

Date: 4/29/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 3/28/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 4/15/2002

General Securities Representative Examination

Current Firm

CATAMOUNT STRATEGIC ADVISORS, LLC

CATAMOUNT STRATEGIC ADVISORS | CATAMOUNT STRATEGIC ADVISORS, LLC

CRD#: 150823 / SEC#:

California

Registered Investment Advisory firm - (11/6/2025 Termination Requested)

Nevada

Registered Investment Advisory firm - (11/6/2025 Termination Requested)

Tennessee

Registered Investment Advisory firm - (7/21/2021 Approved)

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Contact information

Main Address

4235 Hillsboro Pike #300, Nashville, TN 37215

Mailing Address

Phone number

(415) 240-4222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 51,314,000

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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Firm Stability Insights

Cobb H. Sadler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cobb Hoskins Sadler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CATAMOUNT STRATEGIC ADVISORS, LLC

CATAMOUNT STRATEGIC ADVISORS, LLC

CATAMOUNT STRATEGIC ADVISORS, LLC

DEUTSCHE BANK SECURITIES INC.

PIPER SANDLER & CO.

BANC OF AMERICA SECURITIES LLC

DEUTSCHE BANK SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/2002

Series 87

Date: 3/28/2005

Series 7

Date: 4/15/2002

Current Firm

CATAMOUNT STRATEGIC ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CATAMOUNT STRATEGIC ADVISORS, LLC

TRUST BUT VERIFY

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