Stephen Coopersmith, financial advisor Hampton NH
93 score

Stephen Coopersmith

CRD Number: 6164631
Current Firm: Newday Solutions, LLC

Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 4 years of experience in the finance industry. Stephen Coopersmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Newday Solutions, LLC Hampton, NH Jan 2016 - Current 2
Ameriprise Financial Services Hampton, NH Feb 2013 - Jan 2016 2
Norton Insurance And Financial Services Cumberland Foreside, ME Jun 2011 - Jan 2013 1
Saint Joseph's College Standish, ME Sep 2010 - May 2011 < 1
Wawenock Golf Course Walpole, ME Jun 2010 - Aug 2010 < 1
Cross Professional Associates South Portland, ME Jan 2010 - Apr 2010 < 1
Saint Joseph's College Standish, ME Sep 2009 - Dec 2009 < 1
Wawenock Golf Course Walpole, ME Jun 2009 - Aug 2009 < 1
Saint Joseph's College Standish, ME Sep 2008 - May 2009 < 1
Wawenock Golf Course Wapole, ME Jun 2008 - Aug 2008 < 1
Saint Joseph's College Standish, ME Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Stephen A. Coopersmith
Phone Number: (800) 834-2101
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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