Unclaimed Profile

Steven Gregory Butler

COOPER FINANCIAL SERVICES, INC.·SHELTON, Connecticut

Clean recordCOOPER 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Gregory Butler is a registered financial advisor based in SHELTON, Connecticut, affiliated with COOPER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COOPER FINANCIAL SERVICES, INC.

AUM

$171M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7410569

Firm CRD# 104671

View on FINRA BrokerCheck →

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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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