Cooper Financial Services, Inc.

Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Hamden, CT. They manage $138,246,992 in 786 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3190 Whitney Ave Bldg 6, Hamden, CT 06518
http://www.facebook.com/cooperfinservices
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $175,887
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, NH, NJ, NY, VT

Financial Advisors at Cooper Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Butler, financial advisor Hamden CT
Michael J. Butler
CRD#: 6318239
3190 Whitney Ave Bldg 6, Hamden, CT 06518

Michael Butler (CRD# 6318239) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 4 years of experience in the finance industry.

2
Floyd Ozeck, financial advisor Hamden CT
Floyd Ozeck
CRD#: 4488484
3190 Whitney Avenue, Building Six, Hamden, CT 06518

Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 19 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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