Tiffany E. Cote

B3 WEALTH STRATEGIES

Bellevue, WA 98004

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CRD#: 4385145

Professional summary

Tiffany Elise Cote, who also goes by Tiffany Ferko Cote, Tiffany E. Ferko, Tiffany Elise Ferko, Tiffany Elise Hay, Tiffany Elise Santora, is a registered financial advisor currently at B3 WEALTH STRATEGIES located in Bellevue, Washington.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Tiffany has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiffany Ferko Cote | Tiffany E. Ferko | Tiffany Elise Ferko | Tiffany Elise Hay | Tiffany Elise Santora

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 9/12/2018 - B3 Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 09/05/2018 - 160 Hours Per Month/6 Hours During Securities Trading. 2. 9/14/2018 - B3 Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2018 - 160 Hours Per Month/6 Hours During Securities Trading. 3. 10/25/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start 10/29/2018 - 1 Hour Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Elise Cote's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 2, 2019 - Present

B3 WEALTH STRATEGIES

Office #1: 11245 Se 6th Street, Building B Suite 120, Bellevue, WA 98004

RIA

CRD#: 300689

Bellevue, WA

Past

March 5, 2012 - December 23, 2013

FINANCIAL ADVOCATES ADVISORY SERVICES

RIA

CRD#: 147786

OLYMPIA, WA

Past

January 5, 2012 - October 17, 2019

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Bellevue, WA

Past

June 11, 2010 - August 30, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLEVUE, WA

Past

June 11, 2010 - October 19, 2023

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

September 3, 2009 - May 12, 2010

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

BELLEVUE, WA

Past

September 3, 2009 - May 12, 2010

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BELLEVUE, WA

Past

December 17, 2007 - April 20, 2009

RUSSELL INVESTMENTS

RIA

CRD#: 105734

TACOMA, WA

Past

July 13, 2001 - April 20, 2009

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

TACOMA, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

B3 WEALTH STRATEGIES

B3 WEALTH STRATEGIES | BRUESKE ADVISORY SERVICES, LLC

CRD#: 300689 / SEC#: 801-116893

RIA

Registered Investment Advisory firm - (7/1/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/14/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/16/2011

General Securities Principal Examination

Current Firm

B3 WEALTH STRATEGIES

B3 WEALTH STRATEGIES | BRUESKE ADVISORY SERVICES, LLC

CRD#: 300689 / SEC#: 801-116893

RIA

Registered Investment Advisory firm - (7/1/2019 Approved)

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Contact information

Main Address

11245 Se 6th Street, Building B Suite 120, Bellevue, WA 98004

Mailing Address

Phone number

(425) 974-1145

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

B3 WEALTH STRATEGIES ADV PART 2A (11/3/2025)

B3 WEALTH STRATEGIES - WRAP BROCHURE (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,631
AUM (Assets Under Management)	$ 455,716,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tiffany E. Cote

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Elise Cote's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES ADVISORY SERVICES

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

B3 WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2007

Series 63

Date: 8/3/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2001

Series 24

Date: 5/16/2011

Current Firm

B3 WEALTH STRATEGIES

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B3 WEALTH STRATEGIES

TRUST BUT VERIFY

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