Unclaimed Profile

Maureen Boland Cooper

FIDUCIARY INVESTMENT ADVISORS, LLC·WINDSOR, Connecticut

Series 7, Series 8, Series 63, Series 65Clean record22 years registeredFIDUCIARY INVESTMENT ADVISORS, LLC

100 NORTHFIELD DRIVE, WINDSOR, CT 06095CRD# 1317408Firm CRD# 140675

Profile Verification

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

Identity

Maureen Boland Cooper · WINDSOR, CT

Registration

CRD #1317408 · FIDUCIARY INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY INVESTMENT ADVISORS, LLC

FIDUCIARY INVESTMENT ADVISORS, LLC

Apr 2007 – Dec 2020

WINDSOR, CT

UBS FINANCIAL SERVICES INC.

Jul 2004 – May 2006

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 9, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY INVESTMENT ADVISORS, LLC

CRD 140675 · SEC 801-66762

AUM

$5.0B

Regulatory assets under management

Employees

224 client accounts

Services offered by FIDUCIARY INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIDUCIARY INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Maureen Boland Cooper offer?

Maureen Boland Cooper specializes in Financial Planning, Investment Management, Wealth Management.

What are Maureen Boland Cooper's credentials?

Maureen Boland Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maureen Boland Cooper located?

Maureen Boland Cooper is based in WINDSOR, Connecticut, last registered with FIDUCIARY INVESTMENT ADVISORS, LLC.

How does Maureen Boland Cooper charge for services?

Maureen Boland 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 FIDUCIARY INVESTMENT ADVISORS, LLC?

FIDUCIARY INVESTMENT ADVISORS, LLC has approximately 60 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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