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Gilbert Elliot Cotto

Earned Wealth Advisors, LLC

Walnut Creek, CA

Streetsboro, OH

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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-15
  • OH RA
    APPROVED
    Since 2025-08-15

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Streetsboro, OH • 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
Bny Pershing Lake Mary FL 09/2010 07/2021
Earned Wealth Advisors, Llc Walnut Creek CA 05/2025 Present
Kohmann Bosshard Financial Services Fairlawn OH 03/2024 04/2025
Stratos Wealth Partners Beachwood OH 07/2021 01/2024
  • 09/2010 → 07/2021
    Bny Pershing
    Lake Mary, FL
  • 05/2025 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
  • 03/2024 → 04/2025
    Kohmann Bosshard Financial Services
    Fairlawn, OH
  • 07/2021 → 01/2024
    Stratos Wealth Partners
    Beachwood, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-07-29
  • S63 Uniform Securities Agent State Law Examination
    1999-07-29
Designations
Other Names
  • Gilbert Elliot Cotto

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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