Marie N. Lovett

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CRD#: 5702586

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marie Nicole Lovett, CFP®, who also goes by Marie Nicole Lee, Marie Lee, was a registered financial professional .

Marie is a previously registered financial professional and started their career in finance in 2010. Marie had worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marie Nicole Lee | Marie Lee

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.

1. the name of the other business: Brew Wealth, LLC 2. whether the business is investment-related: No 3. the address of the other business: Private residence in Knoxville, TN 4. the nature of the other business: Personal Financial Coaching 5. your position, title, or relationship with the other business: Owner 6. the start date of your relationship: August 2021 7. the approximate number of hours/month you devote to the other business: 12 8. the number of hours you devote to the other business during securities trading hours: 0 9. and briefly describe your duties relating to the other business: Share content regarding personal finance topics such as budgeting, debt reduction, saving for goals, etc., creating blog posts, sharing personal finance motivations

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Past

August 26, 2024 - September 26, 2024

COGENTBLUE

RIA

CRD#: 312899

KNOXVILLE, TN

Past

September 15, 2021 - May 23, 2024

EXPERIENCE YOUR WEALTH, LLC

RIA

CRD#: 305991

KNOXVILLE, TN

Past

March 4, 2019 - January 7, 2020

TVAMP, LLC

RIA

CRD#: 160321

KNOXVILLE, TN

Past

January 14, 2010 - December 6, 2013

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

LANSING, MI

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".

COGENTBLUE

COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC

CRD#: 312899 / SEC#: 801-125745

RIA

Registered Investment Advisory firm - (5/26/2022 Approved)

Tennessee

Registered Investment Advisory firm - (7/7/2022 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/4/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/13/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COGENTBLUE

COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC

CRD#: 312899 / SEC#: 801-125745

RIA

Registered Investment Advisory firm - (5/26/2022 Approved)

Tennessee

Registered Investment Advisory firm - (7/7/2022 Terminated)

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Contact information

Main Address

4533 Papermill Drive Suite 105, Knoxville, TN 37909

Mailing Address

Phone number

(865) 309-5892

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (6/24/2025)

Regulatory assets under management

Total Number of Accounts	413
AUM (Assets Under Management)	$ 566,021,606

Accountant 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

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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Marie N. Lovett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COGENTBLUE

EXPERIENCE YOUR WEALTH, LLC

TVAMP, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

COGENTBLUE

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2019

Series 6

Date: 1/13/2010

Current Firm

COGENTBLUE

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COGENTBLUE

TRUST BUT VERIFY

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