Robert E. Larity

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CRD#: 6594297

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.

Robert Erik Larity was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2020. Robert had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

Mr. Larity is the Co-Director of Research at Off Wall Street, an independent research firm, he consults and assists the firm with research. Investment related. 210 Broadway, Cambridge, MA 02139. Start Date 05/2020 Mr. Larity spends approximately 10% of his time per month in his role as the Co-Director of Research. No time is spent on this activity during trading hours.

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®

None

Experience

Past

June 10, 2020 - September 24, 2024

COGNITIVE INVESTMENTS LLC

RIA

CRD#: 308306

CAMBRIDGE, MA

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.

Exams

Current Firm

COGNITIVE INVESTMENTS LLC

CRD#: 308306 / SEC#: 801-118768

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Contact information

Main Address

1 Broadway 14th Floor, Cambridge, MA 02142

Mailing Address

Phone number

(617) 249-3805

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 7,794,542

Red Flags

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