linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick R Cote

Assetgrade, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick R Cote

Patrick R Cote is a financial advisor at Assetgrade, LLC. Patrick is a Certified Financial Planner and Chartered Financial Analyst. Patrick specializes in providing financial planning, pension consulting, and educational seminars. Patrick has been in the industry since 2006 and is licensed to provide advisory services in Georgia, Illinois, Massachusetts, and Texas. Patrick previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.

Firm Information

Patrick Cote is currently registered with Assetgrade, LLC. Assetgrade, LLC is an investment advisor based in Boston, Massachusetts. The firm provides financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $254.8 million in assets for a total of 690 accounts, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Assetgrade, LLC

ONE BOSTON PLACE

BOSTON, MA 02108-4420

$254.81M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Cote’s Registration & Firm History

MA

08/12/2016 - Present

Assetgrade, LLC (BOSTON MA)

MA

01/01/2008 - 02/26/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

08/29/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

Not sure if Patrick R Cote is right for you?

Licenses & Designations

BC

Issued 10/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2006

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick R Cote.
Not sure if Patrick R Cote is right for you?