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).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    1,677
    ACCOUNTS
  • Average Account Value
    $93,906
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
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 - 4 of 4 top financial advisors.
1
Michael J. Butler
CRD#: 6318239
1000 Bridgeport Avenue, Suite 308, Shelton, CT 06484

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.

2
Floyd Ozeck
CRD#: 4488484
200knuth Road, Ste 226, Boynton Beach, FL 33436

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.

3
Steven G. Butler
CRD#: 7410569
1000 Bridgeport Avenue, Suite 308, Shelton, CT 06484

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.

4
Abram Ozeck
CRD#: 6440727
1000 Bridgeport Avenue, Suite 308, Shelton, CT 06484

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.

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