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Chief Compliance Officer · B3 Wealth Strategies

Tiffany E. Cote

CRD 4385145 · Named on Form ADV at one SEC-registered adviser

At a glance

B3 Wealth Strategies, an SEC-registered wealth manager based in Bellevue, WA with $36 million in regulatory assets, lists Tiffany E. Cote on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • B3 Wealth StrategiesChief Compliance OfficerWealth manager · Bellevue, WA · $36M in regulatory assets

AtlasMembers

Tiffany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tiffany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.