Mary Elizabeth Cosentino

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting
Selection of other advisers
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

Current Employers

Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-05-13

FL RA
APPROVED

Since 2020-05-13

Branch Locations

2400 E. Commercial Blvd. Suite 211, Fort Lauderdale, FL 33308 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Strategic Asset Management	Fort Lauderdale	FL	08/2003	05/2018
Dakota Wealth, Llc	Palm Beach Gardens	FL	05/2018	Present

08/2003 → 05/2018

Strategic Asset Management

Fort Lauderdale, FL
05/2018 → Present

Dakota Wealth, Llc

Palm Beach Gardens, FL

Other Businesses

YOUNG LIVING ESSENTIAL OILS; 1538 W. SANDALWOOD, LEHI, UT 84043; NOT-INVESTMENT RELATED; NATURE OF OB: WELLNESS PRODUCTS AND EDUCATION; POSITION: DISTRIBUTOR; DUTIES: EDUCATION REGARDING WELLNESS; START DATE: 10/2018; APPROX. HOURS/MONTH: 15 HOURS; APPROX. HOURS/MONTH DURING SECURITIES TRADING HOURS: 0 HOURS; COMPENSATION: COMMISSION FROM CUSTOMER PURCHASES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-22

S65 Uniform Investment Adviser Law Examination

2019-11-22

Other Names

Mary Elizabeth Kroschel
Mary Beth Cosentino

View on SEC IAPD