Avery Elizabeth Cotter

Employer firm

Conservest Capital Advisors Inc CRD 111353

$1.92B regulatory AUM 303 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 04/2019
  Spring Valley Ymca
  Royersford, PA
• 05/2019 → 05/2020
  Sedona Taphouse
  Pheonixville, PA
• 01/2020 → 05/2022
  Villanova University
  Villanova, PA
• 06/2021 → 04/2022
  Sarian Strategic Partners
  Wayne, PA
• 06/2022 → 08/2025
  Sarian Strategic Partners
  Wayne, PA
• 06/2012 → 02/2018
  Student
  Collegeville, PA
• 09/2025 → Present
  Conservest Capital Advisors Inc
  Ardmore, PA

Previous Registrations

• 2022-10-02 → 2025-09-02
  Hightower Advisors, Llc
  Wayne, PA
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30