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MA

Mariely Acosta

COBALT CAPITAL
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 5081675
MA

Professional summary

Mariely Acosta, who also goes by Mariely Rivera, Mariely Rivera Hamilton, is a registered financial professional currently at COBALT CAPITAL, INC. located in Lake Mary, Florida.

Mariely is registered as a RR (Registered Representative) and started their career in finance in 2013. Mariely has worked at 1 firm and has passed the SIE, Series 22 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mariely Rivera | Mariely Rivera Hamilton

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) - BD

Click below to view Mariely Acosta'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

January 28, 2013 - Present

COBALT CAPITAL, INC.

Office #1: 801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
BD
CRD#: 136161
LAKE MARY, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/28/2013)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 1/26/2013
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 39
Date: 3/15/2013
Direct Participation Programs Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COBALT CAPITAL, INC.
COBALT CAPITAL, INC.

CRD#: 136161 / SEC#: , 8-66979

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Mailing Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Phone number
(407) 649-3150
Established
Florida since 03/18/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHICK, BENJAMIN MELVINPRINCIPAL, PRESIDENT, CEO4897243
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637
OHAB, PAMELA CATHYFINOP2700308

Disclosures

Regulatory Event1

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.

Company Information

COBALT CAPITAL, INC.

CRD#: 136161Lake Mary, FL 32746

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