Gordon Cooper (CRD# 1671301) is an Investment Advisor Representative working at Buttonwood Tree Advisors, LLC in Natick, MA and has over 28 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2016 | 1 |
| Morgan Stanley | Wellesley, MA | Jun 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- MA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$222,658
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
MA
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