Michelle Rose Cote

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Lpsc Financial
  Whitinsville, MA
• 09/2022 → 05/2025
  Umass Old Chapel
  Amherst, MA
• 12/2019 → 03/2025
  Muffin House Cafe
  Mendon, MA
• 05/2024 → 08/2024
  Den Brae Golf Course
  Sanbornton, MA
• 07/2020 → 08/2021
  Grafton Flea Market
  Grafton, MA
• 06/2019 → 08/2021
  Upton Recreation
  Upton, MA
• 12/2019 → 04/2020
  Cornerstone Assisted Living
  Milford, MA
• 06/2017 → 08/2018
  Upton Recreation
  Upton, MA
• 09/2013 → 05/2017
  Miscoe Hill Middle School
  Mendon, MA
• 09/2017 → 06/2021
  Nipmuc Regional High School
  Upton, MA
• 06/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-18