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Mary Elizabeth Cosentino

Investment adviser representative at Dakota Wealth, LLC
23 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Dakota Wealth, LLCMay 2018 to now
  2. Strategic Asset ManagementAug 2003 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (FL).

Dakota Wealth, LLC

$6.9BAssets managed
3,764Clients
61Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4696049
Firm CRD
297987
Advisor's SEC record (opens in a new tab)
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