Martin Taylor Cole
Managing Member Chief Compliance OfficerCole Wealth Management, LLCCRD 2245650
About Martin Taylor Cole
Martin Taylor Cole is listed as Managing Member Chief Compliance Officer at Cole Wealth Management, LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Martin Taylor Cole is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Cole Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Martin Taylor Cole work?
Martin Taylor Cole is listed as Managing Member Chief Compliance Officer at Cole Wealth Management, LLC on SEC Form ADV.
How much of Cole Wealth Management, LLC does Martin Taylor Cole own?
Form ADV reports a beneficial ownership band of Under 5%.
Cole Wealth Management, LLC
| Title | Managing Member Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2005 |
Cole Wealth Management, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2005 |