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Steven Gregory Butler

COOPER FINANCIAL SERVICES, INC.·SHELTON, Connecticut
Unclaimed Profile
1000 BRIDGEPORT AVENUE, SHELTON, CT 06484CRD# 7410569Firm CRD# 104671
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
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# 7410569
Firm CRD# 104671
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SHELTON
Michael J Fleming — WRIGHT PRIVATE ASSET MANAGEMENT LLCJames Joseph Coppola — VINTRIS WEALTH MANAGEMENT LLCTimothy Sean Cronin — AST INVESTMENT SERVICES, INC.John Anthony Beirne — BEIRNE WEALTH CONSULTING SERVICES, LLCJoseph G. Solari — SAUGATUCK CAPITAL COMPANY
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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