Garrett Burgess has been an investment adviser representative at Cote Financial Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Cote Financial Management, LLC is a firm with $151M under management, 134 clients and 1 adviser in one office, as of its March 2026 filing.
- Cote Financial ManagementCurrent– present · under a yearWenham, MA · Adviser representative · Firm CRD 153088
Investment adviser representative registrations
Garrett Burgess is registered as an investment adviser representative in Massachusetts, since January 2026.
- MassachusettsSince 2 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Garrett Allen Burgess
- CRD
- 8142204
- Firm
- Cote Financial Management · CRD 153088
- Office
- Wenham, MA
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Garrett Burgess work?
Garrett Burgess is an investment adviser representative registered through Cote Financial Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Garrett Burgess a financial advisor?
Yes. Garrett Burgess has a current investment-adviser registration in Massachusetts, through Cote Financial Management since January 2026.
How many years of experience does Garrett Burgess have?
Garrett Burgess has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Garrett Burgess passed?
Garrett Burgess passed the Series 65 in October 2025.
Where is Garrett Burgess based?
Garrett Burgess’ registered office is in Wenham, MA.
Is Garrett Burgess registered with FINRA?
No. Garrett Burgess has no current broker registration.
How can I verify Garrett Burgess’ record?
Search CRD 8142204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Burgess’ full registration record.