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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

TitleManaging Member Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2005
View Cole Wealth Management, LLC →

Cole Wealth Management, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2005
View Cole Wealth Management, LLC →