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Gilbert Elliot Cotto

Earned Wealth Advisors, LLC

Walnut Creek, CA

Streetsboro, OH

CRD 3183736

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Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

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
  • Certified Financial Planner
Other Names
  • Gilbert Elliot Cotto

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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