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RD

Robert A. Doeberl

COGENT ASSOCIATES
BOCA RATON, FL 33486
Some features on this profile are disabled
CRD#: 866416
RD
Robert Anthony DoeberlCOGENT ASSOCIATES

Professional summary

Robert Anthony Doeberl, who also goes by Robert A Doeberl, is a registered financial professional currently at COGENT ASSOCIATES, LLC located in Boca Raton, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1979. Robert has worked at 11 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 5, Series 7 and Series 24 exams.

Aliases

Robert A Doeberl

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 Robert Anthony Doeberl'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®
None

Experience

Current

August 20, 2025 - Present

COGENT ASSOCIATES, LLC

Office #1: 1010sw 2nd Street, Boca Raton, FL 33486
BD
CRD#: 330920
BOCA RATON, FL
Past

May 19, 2014 - October 1, 2018

SELALU PARTNERS, LLC

BD
CRD#: 114664
APOLLO BEACH, FL
Past

September 28, 2012 - May 19, 2014

CV BROKERAGE, INC

BD
CRD#: 462
WILLIAMSTOWN, NJ
Past

August 24, 2010 - September 26, 2012

REVA CAPITAL MARKETS LLC

BD
CRD#: 105791
NEW YORK, NY
Past

September 17, 2009 - August 3, 2010

SELALU PARTNERS, LLC

BD
CRD#: 114664
APOLLO BEACH, FL
Past

July 14, 2000 - September 1, 2009

COGENT ALTERNATIVE STRATEGIES, INC.

BD
CRD#: 103756
FAIRFIELD, CT
Past

November 21, 1997 - July 20, 2000

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

October 13, 1995 - November 5, 1997

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

November 14, 1988 - July 20, 1992

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

November 17, 1981 - January 7, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 9, 1981 - November 20, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 31, 1980 - June 25, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

May 24, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 5/7/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Status Unavailable
Passed: 8/20/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Status Unavailable
Passed: 4/16/1993
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Status Unavailable
Passed: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 5/19/1979
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 12/10/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
COGENT ASSOCIATES, LLC
COGENT ASSOCIATES, LLC

CRD#: 330920 / SEC#: , 8-71253

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1010sw 2nd Street, Boca Raton, FL 33486
Mailing Address
1010sw 2nd Street, Boca Raton, FL 33486
Phone number
(646) 827-4700
Established
Delaware since 06/25/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
DOEBERL, ROBERT ANTHONYCEO/OWNER866416
BEATON, DANIEL STEWARTFINOP4240769
COSTELLO, TIMOTHYCCO7092108

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COGENT ASSOCIATES, LLC

CRD#: 330920Boca Raton, FL 33486

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