SM
Stephen Mark Cote
CRD 4365699
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cote Financial Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cote Financial Management, Llc
Chief Executive Officer · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗