Kevin M. Mayo

COGENT PRIVATE WEALTH

ORLANDO, FL 32801

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CRD#: 6224576

Professional summary

Kevin Michael Mayo is a registered financial advisor currently at COGENT PRIVATE WEALTH located in Orlando, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 4 firms and has passed the Series 65 exam.

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.

Cogent Bank - not investment related - Orlando, FL - banking - VP, Financial Reporting - 06/2023 - 160 - 160.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Mayo'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

April 18, 2025 - Present

COGENT PRIVATE WEALTH

Office #1: 420 S. Orange Ave. Suite 825, Orlando, FL 32801

RIA

CRD#: 319092

ORLANDO, FL

Past

July 31, 2019 - June 23, 2023

CNL EDUCATIONAL INSTITUTE, LLC

RIA

CRD#: 175137

ORLANDO, FL

Past

February 19, 2016 - July 25, 2019

CNL FUND ADVISORS II, LLC

RIA

CRD#: 174178

ORLANDO, FL

Past

September 16, 2013 - July 25, 2019

CNL FUND ADVISORS COMPANY

RIA

CRD#: 107117

ORLANDO, FL

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".

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 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.

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

Florida
(4/18/2025)

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: 7/22/2013

Uniform Investment Adviser Law Examination

Current Firm

COGENT PRIVATE WEALTH

COGENT PRIVATE WEALTH | COGENT PRIVATE WEALTH, INC.

CRD#: 319092 / SEC#: 801-132819

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

Florida

Registered Investment Advisory firm - (6/16/2025 Terminated)

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Contact information

Main Address

420 S. Orange Ave. Suite 825, Orlando, FL 32801

Mailing Address

Phone number

(407) 887-4965

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COGENT PRIVATE WEALTH BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 141,498,000

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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Kevin M. Mayo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Mayo's CRS (Customer Relationship Summary).

Certified licenses

Experience

COGENT PRIVATE WEALTH

CNL EDUCATIONAL INSTITUTE, LLC

CNL FUND ADVISORS II, LLC

CNL FUND ADVISORS COMPANY

Primary Firm SEC Registration

COGENT PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2013

Current Firm

COGENT PRIVATE WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COGENT PRIVATE WEALTH

TRUST BUT VERIFY

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