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Daniel Jay Cotton

PINNACLE PRIVATE WEALTH, LLC·ANDOVER, Massachusetts
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40 SHATTUCK ROAD, ANDOVER, MA 01810CRD# 2103361Firm CRD# 170315
01

About

Daniel Jay Cotton is a registered financial advisor based in ANDOVER, Massachusetts, affiliated with PINNACLE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE PRIVATE WEALTH, LLC
PINNACLE PRIVATE WEALTH, LLC
AUM
$820M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PINNACLE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2103361
Firm CRD# 170315
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Jay Cotton offer?
Daniel Jay Cotton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANDOVER, Massachusetts for a consultation.
What are Daniel Jay Cotton's credentials?
Daniel Jay Cotton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jay Cotton located?
Daniel Jay Cotton is based in ANDOVER, Massachusetts, working with PINNACLE PRIVATE WEALTH, LLC. Their office serves clients in the ANDOVER metropolitan area and surrounding communities.
How does Daniel Jay Cotton charge for services?
Daniel Jay Cotton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE PRIVATE WEALTH, LLC?
PINNACLE PRIVATE WEALTH, LLC has approximately 17 employees and manages $820M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Michael Cahill — CONSTITUTION CAPITAL PM, L. P.John Joseph Guinee — CONSTITUTION CAPITAL PM, L. P.William Scott Richardson — CONSTITUTION CAPITAL EQUITY PARTNERS LPRobert Malcolm Hatch — CONSTITUTION CAPITAL PM, L. P.Howard Vincent Redgate — ANDOVER EQUITY ASSOCIATES CORP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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