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COTTAGE STREET ADVISORS

MARION, MA · CRD 173487 · IAPD ↗ · (508) 748-0709

$333.8MRegulatory AUM
2Advisory reps
4Employees
16Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — COTTAGE STREET ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — COTTAGE STREET ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.