Peter Cooper (CRD# 2179070) is an Investment Advisor Representative working at Tlg Advisors, Inc. in East Hampton, NY and has over 32 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 1619222
Ameriprise Financial Services, LLC
CRD# 6604951
William Joseph Capital Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Mar 2023 - Current | 1 |
| Amabrokus Inc. | East Hampton, NY | Mar 1993 - Current | 31 |
| Amaden Gay Agencies | East Hampton, NY | Mar 1993 - Mar 2023 | 30 |
| B. Riley Wealth Management | East Hampton, NY | Jul 2022 - Nov 2022 | < 1 |
| National Securities Corporation | East Hampton, NY | Sep 2014 - Jul 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- NY
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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