Patrick R Cote
Investment adviser representative at Assetgrade, LLC
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$337.7MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Assetgrade, LLCAug 2013 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, MA).
Assetgrade, LLC
$337.7MAssets managed
171Clients
3Advisers
6 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
- 5189191
- Firm CRD
- 168779