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Martin Taylor Cole

COLE WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona
Series 7, Series 24, Series 63, Series 6521 years registeredCOLE WEALTH MANAGEMENT, LLC
9332 E RAINTREE DR, SCOTTSDALE, AZ 85260CRD# 2245650Firm CRD# 134509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Taylor Cole · SCOTTSDALE, AZ
Registration
CRD #2245650 · COLE WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

COLE WEALTH MANAGEMENT, LLC
Apr 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 22, 2005
Years registered · 21
03

Disclosure History

2019Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
COLE WEALTH MANAGEMENT, LLC
CRD 134509 · SEC 801-112658
AUM
$143M
Regulatory assets under management
Employees
5
910 client accounts
Services offered by COLE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COLE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Martin Taylor Cole offer?
Martin Taylor Cole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Martin Taylor Cole's credentials?
Martin Taylor Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Taylor Cole located?
Martin Taylor Cole is based in SCOTTSDALE, Arizona, working with COLE WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Martin Taylor Cole charge for services?
Martin Taylor Cole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLE WEALTH MANAGEMENT, LLC?
COLE WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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