Salvatore J. Cocivera

CORA CAPITAL ADVISORS

Marlton, NJ 08053

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CRD#: 1942283

Professional summary

Salvatore John Cocivera, CFP®, who also goes by Sal Cocivera, Salvatore J Cocivera, is a registered financial advisor currently at CORA CAPITAL ADVISORS located in Marlton, New Jersey and SAXONY SECURITIES, INC. located in Marlton, New Jersey.

Salvatore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Salvatore has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Tax Planning

Life Transitions

Insurance Planning

Elder Care

Investment Planning

Divorce Planning

Employee and Employer Plan Ben...

Retirement Planning

Estate Planning

Long-term Care

Business Succession Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Sal Cocivera | Salvatore J Cocivera

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore John Cocivera's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 29, 2022 - Present

CORA CAPITAL ADVISORS

Office #1: 4 Eves Drive Suite B100, Marlton, NJ 08053

RIA

CRD#: 318134

Marlton, NJ

Current

November 7, 2025 - Present

SAXONY SECURITIES, INC.

Office #1: 4 Eves Drive Suite B-100, Marlton, NJ 08053

CRD#: 115547

Marlton, NJ

Past

October 11, 2024 - November 16, 2025

OSAIC WEALTH, INC.

CRD#: 23131

MARLTON, NJ

Past

December 7, 2009 - December 3, 2010

COPPER BEECH WEALTH MANAGEMENT

RIA

CRD#: 151476

MARLTON, NJ

Past

November 20, 2009 - December 31, 2022

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

November 9, 2009 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

MARLTON, NJ

Past

April 21, 2004 - November 10, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

CHERRY HILL, NJ

Past

August 9, 2002 - April 5, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 9, 2002 - November 10, 2009

OSAIC FA, INC.

CRD#: 3978

CHERRY HILL, NJ

Past

January 12, 1999 - August 16, 2002

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

August 22, 1995 - December 31, 1998

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

November 25, 1992 - September 5, 1995

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Past

October 24, 1991 - November 9, 1992

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORA CAPITAL ADVISORS

CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/7/2025)

Colorado
(11/7/2025)

Connecticut
(11/7/2025)

Delaware
(11/7/2025)

Florida
(11/7/2025)

Georgia
(1/23/2026)

Hawaii
(11/7/2025)

Illinois
(11/7/2025)

Kentucky
(11/18/2025)

Maryland
(11/7/2025)

Michigan
(11/7/2025)

IAR

New Jersey
(3/29/2022)

New Jersey
(11/7/2025)

New York
(11/7/2025)

North Carolina
(11/19/2025)

Oklahoma
(1/23/2026)

Pennsylvania
(11/7/2025)

South Carolina
(11/7/2025)

IAR

Texas
(8/22/2022)

Texas
(11/7/2025)

Utah
(1/23/2026)

Vermont
(11/7/2025)

Virginia
(11/7/2025)

Washington
(11/7/2025)

Wisconsin
(1/23/2026)

Wyoming
(1/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/21/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CORA CAPITAL ADVISORS

CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

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Contact information

Main Address

4 Eves Drive Suite B100, Marlton, NJ 08053

Mailing Address

Phone number

(856) 513-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORA CAPITAL ADVISORS DISCLOSURE BROCHURE (12/16/2025)

Regulatory assets under management

Total Number of Accounts	1,755
AUM (Assets Under Management)	$ 587,524,745

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
07/29/2024	Cover Page	Report
01/10/2024	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Salvatore J. Cocivera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore John Cocivera's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

OSAIC WEALTH, INC.

COPPER BEECH WEALTH MANAGEMENT

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

HORNOR, TOWNSEND & KENT, LLC

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BMA FINANCIAL SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

CORA CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/1999

Series 63

Date: 10/31/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/18/1997

Series 6

Date: 10/21/1991

FINRA

Current Firm

CORA CAPITAL ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORA CAPITAL ADVISORS

TRUST BUT VERIFY

Contact information

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