Brian J Cotroneo

Moors & Cabot, INC

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Moors & Cabot, INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

69 advisors

Number of Clients

4,509 clients

Average Client Portfolio

$686K average

Assets Under Management

$3.1B

Fee Structure

Minimum Investment:$50K

Location

999 Vanderbilt Beach Road, Suite 102, Naples, FL, 34108

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brian is the registered agent for Cassie Cotroneo Photography, managing annual legal and tax reporting requirements. This activity requires minimal time and is not investment-related.