Cooper Financial Services, Inc.

Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Hamden, CT. They manage $133,739,733 in 1,158 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $115,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

CT, FL, MA, NH, NJ, VT

Financial Advisors at Cooper Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence S. Cooper
CRD#: 1336689
3190 Whitney Avenue, Building Six, Hamden, CT 06518
96
Wealthminder
score

Lawrence Cooper (CRD# 1336689) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 31 years of experience in the finance industry. Lawrence Cooper 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
Floyd Ozeck
CRD#: 4488484
3190 Whitney Avenue, Building Six, Hamden, CT 06518
93
Wealthminder
score

Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 15 years of experience in the finance industry.

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