Cooper Financial Services, Inc.
Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Shelton, CT. They manage $157,479,588 in 1,677 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management157MILLION
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Total Number of Accounts1,677ACCOUNTS
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Average Account Value$93,906
- A percentage of assets under your management
- 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)
CA, CT, FL, MA, MD, NH, NJ, NY, VT
Michael Butler (CRD# 6318239) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Shelton, CT and has over 7 years of experience in the finance industry.
Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Boynton Beach, FL and has over 22 years of experience in the finance industry.
Steven Butler (CRD# 7410569) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Shelton, CT and has over 2 years of experience in the finance industry.
Abram Ozeck (CRD# 6440727) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Shelton, CT and has over 6 years of experience in the finance industry.