Stephen Mark Cote
Chief Executive OfficerCote Financial Management, LLCCRD 4365699
About Stephen Mark Cote
Stephen Mark Cote is listed as Chief Executive Officer at Cote Financial Management, LLC. Form ADV reports a beneficial ownership band of Over 75%. Stephen Mark Cote is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Cote Financial Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stephen Mark Cote work?
Stephen Mark Cote is listed as Chief Executive Officer at Cote Financial Management, LLC on SEC Form ADV.
How much of Cote Financial Management, LLC does Stephen Mark Cote own?
Form ADV reports a beneficial ownership band of Over 75%.
Cote Financial Management, LLC
| Title | Chief Executive Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |
Cote Financial Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |