Brian Cotroneo (CRD# 5329180) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 3 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Moors Cabot Inc. | Naples, FL | Jun 2023 - Current | < 1 |
Aviance Capital Partners LLC | Naples, FL | Oct 2020 - Jun 2023 | 2 |
Aspen Group, Inc. | Ponte Vedra, FL | Mar 2020 - Oct 2020 | < 1 |
Harbor View Advisors | Ponte Vedra Beach, FL | Aug 2019 - Mar 2020 | < 1 |
Us Navy | Oak Harbor, WA | Mar 2017 - Aug 2019 | 2 |
Us Navy | Jacksonville, FL | Mar 2013 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
S63 | Uniform Securities State Law Examination | Sep 2023 |
- FL
- GA
- IL
- MT
- NJ
- NY
- OH
- WI
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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