Citizens Securities
43yrs
Top advisor by experience in Broadview Heights
27yrs
Based in Broadview Heights, Ohio, Daniel Cotter is a fiduciary financial advisor with 27 years of industry experience. Daniel joined Equitable Advisors in 2017, after six years at Rehmann Wealth and five years at Waterstone Financial Group. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Broadview Heights, and one of 46 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 19% by experience at Equitable Advisors
Office40 Eagle Valley Court, Broadview Heights, OH 44147
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowEquitable Advisors, LLCCurrent firm
- 2010 – 2016Rehmann WealthPreviously
- 2004 – 2009Waterstone Financial Group, Inc.Previously
- 2000 – 2004WS Griffith Securities, Inc.Previously
Contact Daniel
40 Eagle Valley CourtBroadview Heights, OH 44147Office · Get directions Firm main line(212) 314-4600Headquarters: Equitable Advisors · New York, NY LinkedIn pageEquitable Advisors
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Equitable Advisors at (212) 314-4600 and ask for Daniel Cotter. Daniel works from the Broadview Heights, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 27 years. Top 19% by experience at Equitable Advisors.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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