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Brian C

Series 63, Series 65

Ponte Vedra, FL

Moors & Cabot, Inc.

Brian Cotroneo is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Aviance Capital Partners LLC, Aspen Group, Inc., Harbor View Advisors, and service in the U.S. Navy. Outside of finance, he manages a photography business, Cassie Cotroneo Photography. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a variety of analysis methods and strategies, and operates as an SEC-registered investment adviser, FINRA-registered broker-dealer, and licensed insurance agency.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Financial Professional Retired
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