Cooper/haims Advisors, LLC

Cooper/haims Advisors, LLC (CRD# 124122) is a financial advisory firm headquartered in Victor, NY. They manage $852,596,326 in 487 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details

50 Square Drive, Suite 210, Victor, NY 14564

https://www.esl.org/wealth/cooper-haims

By the Numbers

Total Assets Under Management

853

MILLION
Total Number of Accounts

487

ACCOUNTS
Average Account Value

$1,750,711

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

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)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, DC, FL, GA, MA, NC, NY, PA, TX, VA

Financial Advisors at Cooper/haims Advisors, LLC

Showing 1 - 8 of 8 top financial advisors.

1

CRD#: 6263051

50 Square Drive, Suite 210, Victor, NY 14564

Andrea Ells (CRD# 6263051) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry.

2

Daniel N. Jones

CRD#: 5103145

50 Square Drive, Suite 210, Victor, NY 14564

Daniel Jones (CRD# 5103145) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 17 years of experience in the finance industry.

3

Richard T. Bentley

CRD#: 4777178

50 Square Drive, Suite 210, Victor, NY 14564

Richard Bentley (CRD# 4777178) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry.

4

CRD#: 4685658

50 Square Drive, Suite 210, Victor, NY 14564

Jared Haims (CRD# 4685658) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 20 years of experience in the finance industry.

5

Dean M. Hutchinson

CRD#: 5360174

50 Square Drive, Suite 210, Victor, NY 14564

Dean Hutchinson (CRD# 5360174) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 16 years of experience in the finance industry.

6

Benjamin W. Owens

CRD#: 7452093

50 Square Drive, Suite 210, Victor, NY 14564

Benjamin Owens (CRD# 7452093) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry.

7

CRD#: 5899620

50 Square Drive, Suite 210, Victor, NY 14564

Brian Roes (CRD# 5899620) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry.

8

CRD#: 7368726

50 Square Drive, Suite 210, Victor, NY 14564

Andrew Wong (CRD# 7368726) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year 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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