The Wealth Conservatory
43yrs
Top advisor by experience in Lebanon
3yrs
Simon Cote
Financial advisor at Cetera Investment Advisers
Based in Lebanon, New Hampshire, Simon Cote is a fiduciary financial advisor with 3 years of industry experience. Simon has been with Cetera Investment Advisers since 2025; before that, Simon spent a year at Avantax Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 27 advisors with offices in Lebanon, and one of 26 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office19 Morgan Dr, Lebanon, NH 03766
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- Apr 2024 – Sep 2025Avantax Advisory ServicesPreviously
Contact Simon
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Simon. 19 Morgan DrLebanon, NH 03766Office · Get directions
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Questions to ask Simon
Tailored to Simon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Simon Cote. Simon works from the Lebanon, NH office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Simon hold?
Series 66. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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