Best Investors Account Sign in
Inactive

Avery Elizabeth Cotter

Conservest Capital Advisors Inc

Wynnewood, PA

Claim This Profile
Current Employers
Conservest Capital Advisors Inc

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-13
  • PA RA
    APPROVED
    Since 2026-03-13

Branch Locations

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096 • 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
OrganizationCityStateFromTo
Spring Valley Ymca Royersford PA 02/2018 04/2019
Sedona Taphouse Pheonixville PA 05/2019 05/2020
Villanova University Villanova PA 01/2020 05/2022
Sarian Strategic Partners Wayne PA 06/2021 04/2022
Sarian Strategic Partners Wayne PA 06/2022 08/2025
Student Collegeville PA 06/2012 02/2018
Conservest Capital Advisors Inc Ardmore PA 09/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30

View on SEC IAPD

Other Firms

INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC
BIRCH CREEK CAPITAL, LLC
CW ADVISORS, LLC
EDWARD JONES
AI ADVISOR, INC.
STRAFFORD CAPITAL MANAGEMENT, LLC

Other Investors

CHRISTINA FRANCESCA COPELAND
DAVID JON LORINE
WILLIAM MACLAY HALL
Lacy Redwine
BRUCE EUGENE KARDON
KRISTIN SINDONI
BRENDAN MOLESKI
KATIE ELIZABETH KEARNS

Other Offices

INDEPENDENCE ASSET ADVISORS, LLC · WYNNEWOOD, PA
MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA
MERION REALTY ADVISERS, LLC · WYNNEWOOD, PA
BIRCH CREEK CAPITAL, LLC · WYNNEWOOD, PA
CW ADVISORS, LLC · WYNNEWOOD, PA
EDWARD JONES · Wynnewood, PA
CW ADVISORS, LLC · WYNNEWOOD, PA
INDEPENDENCE ASSET ADVISORS, LLC · Wynnewood, PA

More in Wynnewood, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor