Richard Cooney, financial advisor Syracuse NY

Richard Cooney

CRD Number: 1314953
Current Firm: Stratos Wealth Partners, Ltd

Richard Cooney (CRD# 1314953) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Syracuse, NY and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Syracuse, NY May 2019 - Current 1
Stratos Wealth Partners, Ltd Syracuse, NY May 2019 - Current 1
Lincoln National Life Insurance Co Syracuse, NY Jun 1998 - May 2019 20
Lincoln Financial Advisors Corporation Syracuse, NY Jun 1998 - May 2019 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Richard J. Cooney
Phone Number: 440-519-2500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,707
    MILLIONS
  • Total Number of Accounts
    21,349
    ACCOUNTS
  • Average Account Value
    $267,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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