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Avery Elizabeth Cotter

Avery E. Cotter

CONSERVEST CAPITAL ADVISORS | Investment Analyst & Trader
Wynnewood, PA 19096
Some features on this profile are disabled
CRD#: 7602131
Avery Elizabeth Cotter

Professional summary

Avery Elizabeth Cotter is a registered financial advisor currently at CONSERVEST CAPITAL ADVISORS INC located in Wynnewood, Pennsylvania.

Avery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Avery has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Avery Elizabeth Cotter'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®
None

Experience

Current

March 13, 2026 - Present

CONSERVEST CAPITAL ADVISORS INC

Office #1: 257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096
RIA
CRD#: 111353
Wynnewood, PA
Past

October 2, 2022 - September 2, 2025

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Wayne, PA
Past

August 5, 2022 - September 2, 2025

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
WAYNE, 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".
CC
CONSERVEST CAPITAL ADVISORS INC
CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA
Registered Investment Advisory firm - (7/30/1993 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(3/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/5/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/25/2022
Securities Industry Essentials Examination

Current Firm

CC
CONSERVEST CAPITAL ADVISORS INC
CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA
Registered Investment Advisory firm - (7/30/1993 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096
Mailing Address
Phone number
(610) 642-9588
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II (3/26/2025)

Regulatory assets under management

Total Number of Accounts298
AUM (Assets Under Management)$ 1,724,888,131

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.

Company Information

CONSERVEST CAPITAL ADVISORS INC

Investment Analyst & TraderCRD#: 111353Wynnewood, PA 19096

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