Cooper Lapman Financial, LLC

Cooper Lapman Financial, LLC (CRD# 149971) is a financial advisory firm headquartered in Boston, MA. They manage $341,364,764 in 316 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
33 Broad Street, Suite 700, Boston, MA 02109
http://cooperlapman.com
By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $1,080,268
Compensation Options
  • A percentage of assets under your management
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 - 4 of 4 top financial advisors.
1
Miriam Cooper, financial advisor Boston MA
Miriam F. Cooper
CRD#: 2255386
33 Broad Street, Suite 700, Boston, MA 02109

Miriam Cooper (CRD# 2255386) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 29 years of experience in the finance industry.

2
Mark Lapman, financial advisor Boston MA
Mark C. Lapman
CRD#: 2246840
33 Broad Street, Suite 700, 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
33 Broad Street, Suite 700, Boston, MA 02109

Lauren Ledger (CRD# 6659087) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 5 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.

4
David Tremblay, financial advisor Boston MA
David T. Tremblay
CRD#: 6515926
33 Broad Street, Suite 700, Boston, MA 02109

David Tremblay (CRD# 6515926) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 5 years of experience in the finance industry. David Tremblay 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals