Ronna Cohen
Silver Lake Advisory Partners · Longboat Key, Florida
Ronna Cohen is a fee-only financial advisor at Silver Lake Advisory Partners in Longboat Key, Florida. Silver Lake Advisory Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Silver Lake Advisory Partners |
|---|---|
| Based in | Longboat Key, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $325.3M across 159 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1201515 |
| Exams passed | Series 63 (1983) · Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.silverlakeadvisory.com |
How Ronna's firm compares
- Silver Lake Advisory Partners's average account is about $2.0 million, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Ronna
Is Ronna Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronna holds no broker registration, and Silver Lake Advisory Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronna charge for financial advice?
Ronna's firm, Silver Lake Advisory Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Ronna Cohen based?
Ronna Cohen is based in Longboat Key, Florida.
Is Ronna Cohen registered with the SEC?
Yes. Ronna Cohen is registered as an investment adviser representative in UT (CRD 1201515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silver Lake Advisory Partners manage?
Silver Lake Advisory Partners reports $325.3M across 159 accounts in assets under management.
How do I contact Ronna Cohen?
Through Ronna's website, www.silverlakeadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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