Bradford Cote is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2006 - November 2020 · 14 yrs 8 mos
Citistreet Advisors LLCBroker
January 2002 - March 2006 · 4 yrs 2 mos
State Street Capital Markets, LLCBroker
March 1999 - December 2001 · 2 yrs 9 mos
John Hancock Distributors, INC.Broker
July 1993 - July 1998 · 5 yrs
John Hancock Mutual Life Insurance CompanyBroker
July 1993 - May 1997 · 3 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.