Stephen Coopersmith, financial advisor Hampton NH
89 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 2 years of experience in the finance industry.

Similar Advisors
Michael Ryan, financial advisor Hampton NH
Michael M. Ryan
CRD# 4886299
Signator Investors, Inc.
Score
103
Similar Advisors
Steven Stanganelli, financial advisor Hampton NH
Steven J. Stanganelli
CRD# 3217444
Clear View Wealth Advisors, LLC
Score
103
Similar Advisors
Robin Young, financial advisor Hampton NH
Robin A. Young
CRD# 2511315
Northstar Financial Planning, Inc.
Score
103
Company Name Location Dates Years
Newday Solutions, LLC Hampton, NH Jan 2016 - Current < 1
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
Samoset Resort Rockport, ME Jul 2007 - Aug 2007 < 1
Lincoln Academy High School Newcastle, ME Jul 2003 - Jun 2007 3
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
    107
    MILLIONS
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $151,048
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

NH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.