Cooney Financial Advisors Inc.

Cooney Financial Advisors Inc. (CRD# 123075) is a financial advisory firm headquartered in Marlton, NJ. They manage $20,745,908 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $545,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Cooney Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas M. Cooney
CRD#: 1403051
3002-i Lincoln Drive West, Marlton, NJ 08053
96
Wealthminder
score

Thomas Cooney (CRD# 1403051) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 31 years of experience in the finance industry. Thomas Cooney 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.

2
Sean T. Cooney
CRD#: 5529233
3 Eves Drive Suite 300, Marlton, NJ 08053
88
Wealthminder
score

Sean Cooney (CRD# 5529233) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 2 years of experience in the finance industry.

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