Simon Cote is a registered investment advisor, based in Lebanon, NH, with 2 years of industry experience.
Location
19 Morgan Dr, Lebanon, NH, 03766
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Simon works full-time as a Client Services Associate at TSS Wealth Management, assisting Investment Advisors with clerical tasks, research, and creating materials. TSS Wealth Management provides advisory services including financial planning, investment, retirement planning, insurance, business consulting, and legacy planning.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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