Brian Cotroneo

Ponte Vedra, FL

Verified Identity

Vice President at

Moots & Cabot Investments

Years of Experience

16 years

Member Since

2023

Allow Me to Introduce Myself

Brian is co-founder of the Johnson Cotroneo Group at Moors & Cabot Investments. He works directly with clients, crafting unique financial plans and guiding investment decisions. As a function of his background and experience, Brian specializes in working with Military Veterans, Special Needs indivi...

Clientele

Parents of Special Needs Children

Ultra High Net Worth Individuals

Surviving Spouses

High Net Worth Individuals

Wealthy Families

Business Owners

Veterans & Active Duty Military

Services Provided

Investment Management

Financial Planning

Advice-Only Financial Planning

Retirement Planning

Specialties and Expertise

High Net Worth Planning

Ultra High Net Worth Planning

Portfolio Construction

Retirement Income

Succession Planning

College Planning

Business Ownership Strategies

Cash Flow Analysis

Tax Minimization Inv...

Credentials and Designations

Chartered Financial Analyst®

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Chartered Special Needs Consultant®

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Series 65 - Uniform Investment Adviser Law Exam

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Pricing Models

Flat FeeAUM

Education

Georgetown University

Master of Science in Finance

Obtained in 2019

Villanova University

Bachelor of Science in Business Administration

Obtained in 2008

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: August 30, 2025