AdvisorOS Directory
Claim Profile
SC

Spencer Morris Cooper

RELYEA ZUCKERBERG HANSON, LLC·STAMFORD, Connecticut
Unclaimed Profile
ONE LANDMARK SQUARE, STAMFORD, CT 06901CRD# 5002273Firm CRD# 125696
01

About

Spencer Morris Cooper is a registered financial advisor based in STAMFORD, Connecticut, affiliated with RELYEA ZUCKERBERG HANSON, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RELYEA ZUCKERBERG HANSON, LLC
RZH ADVISORS LLC
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RELYEA ZUCKERBERG HANSON, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5002273
Firm CRD# 125696
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Spencer Morris Cooper offer?
Spencer Morris Cooper specializes in Financial Planning, Investment Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Spencer Morris Cooper's credentials?
Spencer Morris Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Morris Cooper located?
Spencer Morris Cooper is based in STAMFORD, Connecticut, working with RELYEA ZUCKERBERG HANSON, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Spencer Morris Cooper charge for services?
Spencer Morris Cooper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RELYEA ZUCKERBERG HANSON, LLC?
RELYEA ZUCKERBERG HANSON, LLC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STAMFORD
Scott Michael Bartone — O'SHAUGHNESSY ASSET MANAGEMENT, LLCLouis Peter Lawrence — FLAG CAPITAL MANAGEMENT, LLCPeter Lockwood Denious — FLAG CAPITAL MANAGEMENT, LLCJames Henry Gasperoni — FLAG CAPITAL MANAGEMENT, LLCCharles Buckley — HAMILTON ROBINSON LLC
Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile