Unclaimed Profile

Steven Gregory Butler

COOPER FINANCIAL SERVICES, INC.·SHELTON, Connecticut

SIE, Series 6TO, Series 26, Series 28, Series 63, Series 65, Series 99TOClean record4 years registeredCOOPER FINANCIAL SERVICES, INC.

1000 BRIDGEPORT AVENUE, SHELTON, CT 06484CRD# 7410569Firm CRD# 104671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Gregory Butler · SHELTON, CT

Registration

CRD #7410569 · COOPER FINANCIAL SERVICES, INC. · 4 years registered

Brand Profile

Not yet started

Career History

COOPER FINANCIAL SERVICES, INC.

Dec 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 26

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · December 3, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOPER FINANCIAL SERVICES, INC.

CRD 104671 · SEC 801-24288

AUM

$171M

Regulatory assets under management

Employees

1,684 client accounts

Services offered by COOPER FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COOPER FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Gregory Butler offer?

Steven Gregory Butler specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SHELTON, Connecticut for a consultation.

What are Steven Gregory Butler's credentials?

Steven Gregory Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Gregory Butler located?

Steven Gregory Butler is based in SHELTON, Connecticut, working with COOPER FINANCIAL SERVICES, INC.. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Steven Gregory Butler charge for services?

Steven Gregory Butler'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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