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Ronna Sue Cohen

Investment Adviser Representative at SILVER LAKE ADVISORY PARTNERS, LLC

Longboat Key, FLCRD #1201515Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ronna Sue Cohen has worked in the securities industry since 2009. They have passed the Series 65, 63, 27, and 7 examinations. They are registered to provide investment advisory services in Utah.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/30/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 11/1/1983
Series 7
General Securities Representative Examination
Passed 10/15/1983
Series 27
Financial and Operations Principal Examination
Passed 6/1/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Equity (non-charitable) up to $5M1.00%
Equity (non-charitable) over $5M0.80%
Equity (charitable) up to $5M0.60%
Equity (charitable) over $5M0.45%
Mutual Funds and ETFs0.50%
Fixed Income0.35%
Cash, Money Market, Treasuries0.00%
Source

Silver LAKE Advisory Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SILVER LAKE ADVISORY PARTNERS, LLCCurrent
12/1/2009Longboat Key, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SILVER LAKE ADVISORY PARTNERS, LLC

3 other advisors in the directory

View SILVER LAKE ADVISORY PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronna Sue Cohen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Ronna Sue Cohen - Financial Advisor in Longboat Key, FL | AdvisorFinder