Cooney Financial Advisors Inc.

Cooney Financial Advisors Inc. (CRD# 123075) is a financial advisory firm headquartered in Marlton, NJ. They manage $41,934,347 in 60 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1 Eves Drive, Suite 111, Marlton, NJ 08053
https://facebook.com/pages/cooney-associates-inc/381053228740822
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $698,906
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, PA

Financial Advisors at Cooney Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sean Cooney, financial advisor Marlton NJ
Sean T. Cooney
CRD#: 5529233
1 Eves Drive, Suite 111, Marlton, NJ 08053

Sean Cooney (CRD# 5529233) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 9 years of experience in the finance industry.

2
Thomas Cooney, financial advisor Marlton NJ
Thomas M. Cooney
CRD#: 1403051
1 Eves Drive Suite 111, Marlton, NJ 08053

Thomas Cooney (CRD# 1403051) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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