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RIA / WealthAdvisor10 years in industry

Daniel Quartararo

Advisor at COGENT PRIVATE WEALTH

Ocala, FL | ORLANDO, FL

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Search this name across graphsid dfx:ria:037914ad-dbe2-8e0f-1012-bb9bcaad2a2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COGENT PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 28, 2016
First registration: Nov 30, 2016
Dual registered: no
Other names: Daniel Scott Quartararo|Daniel Quartararo
IAPD individual key: 6687980

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COGENT PRIVATE WEALTH	Independent wealth	Sep 26, 2025	n/a	yes	Ocala, FL\|ORLANDO, FL	Current employment
ZENITH ADVISORY GROUP, LLC	Independent wealth	Jan 28, 2023	Aug 25, 2025	no	Ocala, FL\|THE VILLAGES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 14, 2018	Jan 5, 2023	no	OCALA, FL\|DUNNELLON, FL\|OCALA, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Nov 30, 2016	Oct 3, 2017	no	OCALA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZENITH ADVISORY GROUP, LLC	COGENT PRIVATE WEALTH	Aug 25, 2025	Sep 26, 2025	32	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ZENITH ADVISORY GROUP, LLC	Jan 5, 2023	Jan 28, 2023	23	Firm change	Wirehouse to RIA
RAYMOND JAMES & ASSOCIATES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 3, 2017	Feb 14, 2018	134	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ COGENT PRIVATE WEALTHRegistered adviserregistration: current employment
Sep 26, 2025 to presentfactForm ADV
→ ZENITH ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jan 28, 2023 to Aug 25, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 14, 2018 to Jan 5, 2023factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Nov 30, 2016 to Oct 3, 2017factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
Daniel Quartararo left Zenith Advisory Group, Llc for Cogent Private Wealth (registered 2025-09-26)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Daniel Quartararo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Zenith Advisory Group, Llc (registered 2023-01-28)
Form ADVobserved 4 days ago