Michelle Rose Cote
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions
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.
- Commonwealth Financial NetworkJun 2026 to now
- Lpsc FinancialJun 2025 to now
- Den Brae Golf CourseMay 2024 to Aug 2024
- Umass Old ChapelSep 2022 to May 2025
- Grafton Flea MarketJul 2020 to Aug 2021
- Muffin House CafeDec 2019 to Mar 2025
- Cornerstone Assisted LivingDec 2019 to Apr 2020
- Upton RecreationJun 2019 to Aug 2021
- Nipmuc Regional High SchoolSep 2017 to Jun 2021
- Upton RecreationJun 2017 to Aug 2018
- Miscoe Hill Middle SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 8118954
- Firm CRD
- 8032