Merrill
43yrs
Top advisor by experience in Ocala
10yrs
Daniel Quartararo
Financial advisor at Cogent Private Wealth
Based in Ocala, Florida, Daniel Quartararo is a fiduciary financial advisor with 10 years of industry experience. Daniel joined Cogent Private Wealth in 2025, after three years at Zenith Advisory Group and five years at Merrill. Cogent Private Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 207 advisors with offices in Ocala, and one of 193 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office4 SE Broadway St., Ocala, FL 34471
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.24 million
Advisors at the firm5
States licensed ?1 state
Services through Cogent Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowCogent Private WealthCurrent firm
- 2023 – 2025Zenith Advisory Group, LLCPreviously
- 2018 – 2023MerrillPreviously
- Nov 2016 – Oct 2017Raymond James & Associates, Inc.Previously
Contact Daniel
(407) 887-4965Firm headquarters in Orlando, FL. Ask for Daniel. 4 SE Broadway St.Ocala, FL 34471Office · Get directions Firm websitewww.cogentprivatewealth.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Cogent Private Wealth at (407) 887-4965 and ask for Daniel Quartararo. Daniel works from the Ocala, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 66. 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?
Cogent Private Wealth reports being paid by a percentage of the assets they manage, 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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