Cooper Financial Services, Inc.

Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Hamden, CT. They manage $127,161,767 in 939 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    939
    ACCOUNTS
  • Average Account Value
    $135,423
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.

CA, CT, FL, MA, MD, MO, NH, NJ, NY, VT

Financial Advisors at Cooper Financial Services, Inc.
Showing 1 - 4 of 4 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 32 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
Matthew B. Keller
CRD#: 5582015
3190 Whitney Ave Bldg 6, Hamden, CT 06518
93
Wealthminder
score

Matthew Keller (CRD# 5582015) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 9 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
Michael J. Butler
CRD#: 6318239
3190 Whitney Ave Bldg 6, Hamden, CT 06518
88
Wealthminder
score

Michael Butler (CRD# 6318239) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has 1 year of experience in the finance industry.

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