Cole Gest is a registered investment advisor, based in Cleveland, OH, with 3 years of industry experience.
Location
Cleveland, OH
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Regulatory History (1)
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Financial
April 2022Final
Employment History
Current Registrations
Cnr Securities, LLCBroker
January 2026 - Present · 8 mos
RBC Rochdale, LLC
January 2026 - Present · 8 mos
Cnr Securities, LLC
January 2026 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - January 2026 · 10 mos
Fidelity Personal and Workplace Advisors
March 2024 - March 2025 · 1 yr
Fidelity Brokerage Services LLCBroker
February 2024 - January 2026 · 1 yr 11 mos
Charles Schwab & CO., INC.
June 2022 - May 2023 · 11 mos
Charles Schwab & CO., INC.Broker
May 2022 - May 2023 · 1 yr
State Registrations4 states
ILINMIOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.