Theodore Roderick Yoos Iii
CFP®Professional Summary
Theodore Roderick Yoos III, CFP®, who also goes by Ted Yoos, Theodore R. Yoos III, Theodore R. Yoos, Theodore Roderick Yoos, is a registered financial advisor currently at CORNERSTONE FINANCIAL MANAGEMENT LLC located in Burlington, Massachusetts and COGENTBLUE located in Waltham, Massachusetts. Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Theodore has worked at 4 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ted Yoos, Theodore R. Yoos Iii, Theodore R. Yoos, Theodore Roderick Yoos
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC
Contact Information
Main Address
4533 Papermill Drive Suite 105, Knoxville, TN 37909Phone Number
(865) 309-5892# of Employees
5SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
418AUM (Assets Under Management)
$606,032,219Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/30/2025 | Cover Page | Report |
| 10/28/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(8/9/2023)
(8/9/2006)
(10/15/2026)
(3/15/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Theodore Roderick Yoos III's CRS (Customer Relationship Summary).
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