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Susan Lynn Cooper

COOPER FINANCIAL SERVICES, INC.·HAMDEN, Connecticut
Clean recordCOOPER FINANCIAL SERVICES, INC.
3190 WHITNEY AVE BLDG 6, HAMDEN, CT 06518CRD# 1201256Firm CRD# 104671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Lynn Cooper · HAMDEN, CT
Registration
CRD #1201256 · COOPER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Lynn Cooper is a registered financial advisor based in HAMDEN, Connecticut, affiliated with COOPER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COOPER FINANCIAL SERVICES, INC.
COOPER FINANCIAL SERVICES, INC.
AUM
$171M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COOPER FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1201256
Firm CRD# 104671
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Lynn Cooper offer?
Susan Lynn Cooper specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HAMDEN, Connecticut for a consultation.
What are Susan Lynn Cooper's credentials?
Susan Lynn Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lynn Cooper located?
Susan Lynn Cooper is based in HAMDEN, Connecticut, working with COOPER FINANCIAL SERVICES, INC.. Their office serves clients in the HAMDEN metropolitan area and surrounding communities.
How does Susan Lynn Cooper charge for services?
Susan Lynn Cooper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPER FINANCIAL SERVICES, INC.?
COOPER FINANCIAL SERVICES, INC. has approximately 4 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COOPER FINANCIAL SERVICES, INC.

Hope Janet Cooper
HAMDEN, CT
Steven Gregory Butler
SHELTON, CT
Lawrence Scott Cooper
HAMDEN, CT
Michael James Butler
SHELTON, CT

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Browse by Specialty

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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
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Research
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