Daniel Quartararo
Investment Adviser Representative at Cogent Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Quartararo is an investment adviser representative with Cogent Private Wealth in Ocala, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Zenith Advisory Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill LynchFeb 2018 – Jan 2023Ocala, FL
- Raymond JamesSep 2016 – Oct 2017Ocala, FL
- Zenith Advisory Group, LLCJan 2023 – Aug 2025The Villages, FL
- N/aOct 2017 – Feb 2018N/a, FL
- Raymond JamesJul 2016 – Oct 2017Ocala, FL
- Cogent Private WealthSep 2025 – no end date reportedOrlando, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cogent Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and investment management services, including income and retirement planning, tax planning, estate planning, investment management, insurance, education planning, and business ownership planning. Investment management includes customized portfolios using active and passive strategies, continuous portfolio monitoring and adjustment, and access to alternative investments and private equity opportunities.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Orlando, FL
- SEC file number:
- 801-132819
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Cogent Private Wealth
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Quartararo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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