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Mark Edward Cotter

Investment Adviser Representative at SIMPLYRIA ADVISOR NETWORK

Sherwood Forest, CACRD #2630714Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Edward Cotter has worked in the securities industry since 2020. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 7/8/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/8/1995
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 6/17/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Simplyria Advisor Network Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SIMPLYRIA ADVISOR NETWORKCurrent
10/30/2025Sherwood Forest, CA
GLOBAL ASSET MANAGEMENT GROUP
3/29/201010/3/2013Longwood, FL
FINANCIAL LEADERSHIP ADVISORS, INC.
8/3/200710/15/2009Northridge, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Edward Cotter 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.

Mark Edward Cotter - Financial Advisor in Sherwood Forest, CA | AdvisorFinder