Unclaimed Profile

Sean Patrick Gogola

CORDATUS WEALTH MANAGEMENT LLC·YARDLEY, Pennsylvania

CORDATUS WEALTH MANAGEMENT LLC

95 S. MAIN STREET, YARDLEY, PA 19067CRD# 2902655Firm CRD# 282871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean Patrick Gogola · YARDLEY, PA

Registration

CRD #2902655 · CORDATUS WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Sean Patrick Gogola is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CORDATUS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORDATUS WEALTH MANAGEMENT LLC

AUM

$458M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORDATUS WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2902655

Firm CRD# 282871

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Patrick Gogola offer?

Sean Patrick Gogola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.

What are Sean Patrick Gogola's credentials?

Sean Patrick Gogola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Patrick Gogola located?

Sean Patrick Gogola is based in YARDLEY, Pennsylvania, working with CORDATUS WEALTH MANAGEMENT LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.

How does Sean Patrick Gogola charge for services?

Sean Patrick Gogola's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORDATUS WEALTH MANAGEMENT LLC?

CORDATUS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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