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Andrew Charles Wert

COHESION CAPITAL LLC·PROVIDENCE, Rhode Island
Clean recordCOHESION CAPITAL LLC
321 SOUTH MAIN STREET, PROVIDENCE, RI 02903CRD# 2656298Firm CRD# 159436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Charles Wert · PROVIDENCE, RI
Registration
CRD #2656298 · COHESION CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Charles Wert is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with COHESION CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COHESION CAPITAL LLC
COHESION CAPITAL
AUM
$7M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COHESION CAPITAL LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2656298
Firm CRD# 159436
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Charles Wert offer?
Andrew Charles Wert specializes in Retirement Planning. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Andrew Charles Wert's credentials?
Andrew Charles Wert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Charles Wert located?
Andrew Charles Wert is based in PROVIDENCE, Rhode Island, working with COHESION CAPITAL LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Andrew Charles Wert charge for services?
Andrew Charles Wert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COHESION CAPITAL LLC?
COHESION CAPITAL LLC has approximately 2 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
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Research
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