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).
Total Assets Under Management30MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$150,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.