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Stephen Forbes Cooper

COOPER INVESTMENT PARTNERS LLC·FAIRFIELD, Connecticut
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3135 EASTON TURNPIKE, FAIRFIELD, CT 06825CRD# 6197518Firm CRD# 167769
01

About

Stephen Forbes Cooper is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with COOPER INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COOPER INVESTMENT PARTNERS LLC
COOPER INVESTMENT PARTNERS LLC
AUM
$242M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COOPER INVESTMENT PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6197518
Firm CRD# 167769
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Forbes Cooper offer?
Stephen Forbes Cooper specializes in Retirement Planning. Contact their office in FAIRFIELD, Connecticut for a consultation.
What are Stephen Forbes Cooper's credentials?
Stephen Forbes Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Forbes Cooper located?
Stephen Forbes Cooper is based in FAIRFIELD, Connecticut, working with COOPER INVESTMENT PARTNERS LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Stephen Forbes Cooper charge for services?
Stephen Forbes Cooper's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPER INVESTMENT PARTNERS LLC?
COOPER INVESTMENT PARTNERS LLC has approximately 2 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Cynthia Young Stango — TOURMALET ADVISORS, L.P.Andrew Frenchman Schwartz — ZENYATTA CAPITAL MANAGEMENT LPAdam James Murphy — COOPER INVESTMENT PARTNERS LLCMichael Anthony Corasaniti — TOURMALET ADVISORS, L.P.David Reed Ameden — MONECO ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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