Cote Financial Management

Cote Financial Management (CRD# 153088) is a financial advisory firm headquartered in , . They manage $30,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cote Financial Management
Showing 1 - 1 of 1 top financial advisors.
Stephen M. Cote
CRD#: 4365699
Wenham, MA

Stephen Cote (CRD# 4365699) is an Investment Advisor Representative working at Cote Financial Management in Wenham, MA and has over 15 years of experience in the finance industry. Stephen Cote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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