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Gretchen Stranch-Cote
10 Years of Experience
Holyoke, MA
1 DisclosureBroker
Gretchen Stranch-Cote is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holyoke, MA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1866 Northampton St, Holyoke, MA, 01040
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Regulatory History (1)
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Customer Dispute
April 2007Settled
Employment History
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2025 - March 2026 · 9 mos
J.P. Morgan Securities LLC
December 2023 - June 2025 · 1 yr 6 mos
Morgan Stanley
July 2020 - December 2023 · 3 yrs 5 mos
People's United Advisors, INC.
April 2020 - July 2020 · 3 mos
Infinex Investments, INC.
January 2016 - April 2020 · 4 yrs 3 mos
LPL Financial LLC
July 2012 - December 2015 · 3 yrs 5 mos
Cco Investment Services CORP.
September 2006 - June 2012 · 5 yrs 9 mos
Banc of America Investment Services, INC.
October 2004 - August 2006 · 1 yr 10 mos
Quick & Reilly, INC.
October 2002 - October 2004 · 2 yrs
Exams
No exam information available for this advisor.