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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

TitleChief Executive Officer
OwnershipOver 75%
Control personYes
Since2010
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Cote Financial Management, LLC

TitleChief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
View Cote Financial Management, LLC →