Daniel Quartararo
Financial advisor at Cogent Private Wealth, Inc. · Orlando, FL
Last updated 2026-10-10
Claim your profileDaniel Quartararo is a financial advisor at Cogent Private Wealth, Inc. in Orlando, FL, CRD 6687980. Licenses and exams on the registration: Series 66. IAPD registration began 2016-11-30.
Registration
- CRD number
- 6687980
- Registration status
- Active
- IAPD registration
- 2016-11-30
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2018-02 to 2023-01 · Merrill Lynch · Ocala, FL
- 2016-09 to 2017-10 · Raymond James · Ocala, FL
- 2023-01 to 2025-08 · Zenith Advisory Group, LLC · The Villages, FL
- 2017-10 to 2018-02 · N/A · N/a, FL
- 2016-07 to 2017-10 · Raymond James · Ocala, FL
- 2025-09 to Present · Cogent Private Wealth · Orlando, FL
Current employment
- Cogent Private Wealth · Orlando, FL
Cogent Private Wealth, Inc.
- Regulatory AUM
- $250,272,040
- Registered advisors
- 5
- Offices
- 2
- Clients per advisor
- 22.0 (Low)
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 42.7% (Moderate)
Cogent Private Wealth, Inc.: advisors, services and reported ETF investments
About
Daniel Quartararo is a financial advisor at Cogent Private Wealth, operating as Cogent Private Wealth, Inc. in Orlando, FL. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history.
Cogent Private Wealth, Inc.'s firm-level Form ADV reports 5 advisors across 2 offices; approximately 22.0 clients per advisor, average assets per client of $2,275,200, and regulatory AUM of $250.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $118.8M across 61 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Quartararo personally.
Reported ETF positions
Cogent Private Wealth reports 61 ETF positions worth $118.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| AVIG — Avantis Core Fixed Income ETF | $11.3M |
| AVMA — Avantis Moderate Allocation ETF | $10.6M |
| DFAX — Dimensional World ex U.S. Core Equity 2 ETF | $7.7M |
| AVUS — Avantis U.S. Equity ETF | $6.8M |
| AOR — iShares Core 60/40 Balanced Allocation ETF | $6.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cogent Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $4.4M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $4.4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $1.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $5M | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cogent Private Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Banking or Thrift Institution
Location
420 S. Orange Ave., Orlando, FL 32801
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (407) 887-4965
- Website: cogentprivatewealth.com
Official record
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