Cooper Lapman Financial, LLC

Cooper Lapman Financial, LLC (CRD# 149971) is a financial advisory firm headquartered in Boston, MA. They manage $253,675,753 in 292 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
50 Congress Street, Suite 245, Boston, MA 02109
http://cooperlapman.com
By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $868,753
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
  • Pension consulting services
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.

MA, NE, NH, NY

Financial Advisors at Cooper Lapman Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Miriam Cooper, financial advisor Boston MA
Miriam F. Cooper
CRD#: 2255386
50 Congress Street, Suite 245, Boston, MA 02109

Miriam Cooper (CRD# 2255386) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 28 years of experience in the finance industry.

2
Mark Lapman, financial advisor Boston MA
Mark C. Lapman
CRD#: 2246840
50 Congress Street, Suite 245, Boston, MA 02109

Mark Lapman (CRD# 2246840) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has 1 year of experience in the finance industry.

3
Lauren Ledger, financial advisor Boston MA
Lauren M. Ledger
CRD#: 6659087
50 Congress Street, Suite 245, Boston, MA 02109

Lauren Ledger (CRD# 6659087) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 4 years of experience in the finance industry. Lauren Ledger 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.

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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