AC
Alton R. Cogert
STRATEGIC ASSET ALLIANCE
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 5612068
AC
Professional summary
Alton Robert Cogert is a registered financial advisor currently at STRATEGIC ASSET ALLIANCE located in Bellevue, Washington.
Alton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alton has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PRESIDENT - STRATEGIC ASSET ALLIANCE, INC., - INSURANCE CONSULTING SERVICES - 11 BELLWETHER WAY, #SUITE 209, BELLINGHAM WA, 98225. 02/1994 TO PRESENT. 160 HOURS PER MONTH Alton Cogert is also a Member of the Investment Committee for American Fidelity Assurance Company; Investment Related, Oklahoma City, OK; . 01/2023 to Present, less than 1 day per month.
CRS (Client Relationship Summary) - RIA
Click below to view Alton Robert Cogert'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®
NoneExperience
Current
November 24, 2008 - Present
STRATEGIC ASSET ALLIANCE
Office #1: 500 108th Avenue Ne Suite 1100, Bellevue, WA 98004RIA
CRD#: 148763
BELLEVUE, WA
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".
SA
STRATEGIC ASSET ALLIANCE
SAA ADVISORS, INC. | STRATEGIC ASSET ALLIANCE
CRD#: 148763 / SEC#: 801-69727
RIA
Registered Investment Advisory firm - (11/24/2008 Approved)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
Texas(10/8/2019)
IAR
Washington(11/24/2008)
Exams
Current Firm
SA
STRATEGIC ASSET ALLIANCE
SAA ADVISORS, INC. | STRATEGIC ASSET ALLIANCE
CRD#: 148763 / SEC#: 801-69727
RIA
Registered Investment Advisory firm - (11/24/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
Mailing Address
Phone number
(360) 255-2500
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
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.
