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Garrett Allen Burgess

Cote Financial Management

Wenham, MA

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Current Employers
Cote Financial Management

Wenham, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-02
  • MA RA
    APPROVED
    Since 2026-01-02

Branch Locations

Wenham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cote Financial Management, Llc Wenham MA 10/2024 Present
Polus Center For Social And Economic Development Athol MA 04/2022 08/2022
Massachusetts Commission For The Blind Boston MA 11/2022 09/2024
University Of Massachusetts @ Lowell Lowell MA 05/2015 02/2022
  • 10/2024 → Present
    Cote Financial Management, Llc
    Wenham, MA
  • 04/2022 → 08/2022
    Polus Center For Social And Economic Development
    Athol, MA
  • 11/2022 → 09/2024
    Massachusetts Commission For The Blind
    Boston, MA
  • 05/2015 → 02/2022
    University Of Massachusetts @ Lowell
    Lowell, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09
Other Names
  • Garrett Burgess

View on SEC IAPD

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