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Sean Patrick Cook

DAVID COOK & ASSOCIATES, INC.·ATLANTA, Georgia
Series 65Clean record20 years registeredDAVID COOK & ASSOCIATES, INC.
FIVE CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 3189189Firm CRD# 108747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Patrick Cook · ATLANTA, GA
Registration
CRD #3189189 · DAVID COOK & ASSOCIATES, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

HB WEALTH
Nov 2021 – present
HOMRICH BERG
Jan 2020 – Nov 2021
Atlanta, GA
CEDAR ROWE PARTNERS
Feb 2006 – Jan 2020
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 3, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVID COOK & ASSOCIATES, INC.
CRD 108747 · SEC 801-32023
AUM
$309M
Regulatory assets under management
Employees
6
539 client accounts
Services offered by DAVID COOK & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at DAVID COOK & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Sean Patrick Cook offer?
Sean Patrick Cook specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Sean Patrick Cook's credentials?
Sean Patrick Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Patrick Cook located?
Sean Patrick Cook is based in ATLANTA, Georgia, working with DAVID COOK & ASSOCIATES, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Sean Patrick Cook charge for services?
Sean Patrick Cook's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID COOK & ASSOCIATES, INC.?
DAVID COOK & ASSOCIATES, INC. has approximately 6 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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