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Martha Elizabeth Cottrill

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.·CONCORD, New Hampshire
Series 65Clean record25 years registeredTAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.
46 SOUTH MAIN STREET, CONCORD, NH 03301CRD# 1399313Firm CRD# 107732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martha Elizabeth Cottrill · CONCORD, NH
Registration
CRD #1399313 · TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Jan 2022 – present
TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.
Jan 2016 – Jan 2022
New London, NH
TAYLOR, COTTRILL LLC
Aug 2007 – Dec 2015
NEW LONDON, NH
BOSTON PRIVATE VALUE INVESTORS, INC.
Feb 2001 – Aug 2007
CONCORD, NH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 28, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732 · SEC 801-40719
AUM
$674M
Regulatory assets under management
Employees
5
490 client accounts
Services offered by WHITEGATE INVESTMENT COUNSELORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WHITEGATE INVESTMENT COUNSELORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Martha Elizabeth Cottrill offer?
Martha Elizabeth Cottrill specializes in Investment Management, Wealth Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are Martha Elizabeth Cottrill's credentials?
Martha Elizabeth Cottrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martha Elizabeth Cottrill located?
Martha Elizabeth Cottrill is based in CONCORD, New Hampshire, working with TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Martha Elizabeth Cottrill charge for services?
Martha Elizabeth Cottrill'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 TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.?
TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. has approximately 5 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

Carl George Erickson
CONCORD, NH
Paulette Wheeler Wolfe
CONCORD, NH

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