Daniel Cotamagana, financial advisor Oceanside CA
93 score

Daniel Cotamagana

CRD Number: 5357733
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Cotamagana (CRD# 5357733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oceanside, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oceanside, CA Sep 2015 - Current 1
Bank Of America, N.a. Oceanside, CA Sep 2015 - Current 1
Unionbanc Investment Services Encinitas, CA Oct 2012 - Sep 2015 2
Union Bank Encinitas, CA Sep 2012 - Sep 2015 3
Transamerica Financial Advisors, Inc. Vista, CA Apr 2012 - Sep 2012 < 1
Fixed Insurance Products Vista, CA Mar 2012 - Sep 2012 < 1
Pactrust Bank San Diego, CA May 2011 - Mar 2012 < 1
Jp Morgan Chase Chicago, IL Sep 2010 - Apr 2011 < 1
Chase Investment Services Chicago, IL Sep 2010 - Apr 2011 < 1
Unemployed Chicago, CA Aug 2010 - Aug 2010 < 1
Unionbanc Investment Services Encinitas, CA Feb 2010 - Jul 2010 < 1
Union Bank Of California Encinitas, CA May 2005 - Jul 2010 5
Unionbanc Investment Services Oceanside, CA Jun 2007 - Jun 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Daniel S. Cotamagana
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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