Morgan Stanley
47yrs
Top advisor by experience in New York
22yrs
Patrick Cotner is a fiduciary financial advisor in New York, New York, with 22 years in the industry. Patrick joined DCM Advisors in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top advisor by experience at DCM Advisors
Office33 Whitehall Street 11th Floor, New York, NY 10004
FirmDCM Advisors
How the firm is paid ?Percent of assets, Hourly, Performance fee
Typical client at the firm ?$595,663
Advisors at the firm5
States licensed ?1 state
Services through DCM Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
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
- Sep 2026 – nowDCM Advisors, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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 Patrick
How do I contact Patrick?
Call DCM Advisors at 917-386-6260 and ask for Patrick Cotner. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2005, about 22 years. Top advisor by experience at DCM Advisors.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
DCM Advisors reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Patrick 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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