Daniel Quartararo
Cogent Private Wealth · Orlando, Florida
Daniel Quartararo is a fee-only financial advisor at Cogent Private Wealth in Orlando, Florida. Daniel focuses on retirement planning, tax planning and estate & legacy planning. Cogent Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cogent Private Wealth |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 264 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6687980 |
| Exams passed | Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cogentprivatewealth.com |
How Daniel's firm compares
- Cogent Private Wealth's average account is about $948,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Daniel
Is Daniel Quartararo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cogent Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Cogent Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Quartararo based?
Daniel Quartararo is based in Orlando, Florida.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning and estate & legacy planning.
Is Daniel Quartararo registered with the SEC?
Yes. Daniel Quartararo is registered as an investment adviser representative in FL (CRD 6687980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cogent Private Wealth manage?
Cogent Private Wealth reports $250.3M across 264 accounts in assets under management.
How do I contact Daniel Quartararo?
Through Daniel's website, www.cogentprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cogent Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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