Garrett Allen Burgess
Investment adviser representative at Cote Financial Management
11 yearsExperience
1 stateRegistered in
$151.2MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cote Financial Management, LLCOct 2024 to now
- Massachusetts Commission for the BlindNov 2022 to Sep 2024
- Polus Center for Social and Economic DevelopmentApr 2022 to Aug 2022
- University of Massachusetts @ LowellMay 2015 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cote Financial Management
Legal name: Cote Financial Management, LLC
$151.2MAssets managed
134Clients
2Advisers
2 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
- 8142204
- Firm CRD
- 153088