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Tiffany Elise Cote

Investment adviser representative at B3 Wealth Strategies
16 yearsExperience
1 stateRegistered in
$35.8MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

16 years in the industry.

  1. LPL FinancialNov 2025 to now
  2. B3 Wealth StrategiesJun 2019 to now
  3. Financial Advocates Investment ManagementJan 2012 to Sep 2020
  4. LPL Financial LLCJun 2010 to Oct 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (WA).

B3 Wealth Strategies

Legal name: Brueske Advisory Services, LLC

$35.8MAssets managed
62Clients
4Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4385145
Firm CRD
300689
Advisor's SEC record (opens in a new tab)
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