Unclaimed Profile

Lisette Scott Cooper

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts

Series 3, Series 7, Series 63Clean record17 years registeredFIDUCIARY TRUST INTERNATIONAL, LLC

55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 1795128Firm CRD# 124062

Profile Verification

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

Identity

Lisette Scott Cooper · LINCOLN, MA

Registration

CRD #1795128 · FIDUCIARY TRUST INTERNATIONAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY TRUST INTERNATIONAL, LLC

FIDUCIARY TRUST INTERNATIONAL, LLC

Feb 2009 – Mar 2024

LINCOLN, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · February 5, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD 124062 · SEC 801-62001

AUM

$6.3B

Regulatory assets under management

Employees

469 client accounts

Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Lisette Scott Cooper offer?

Lisette Scott Cooper specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Lisette Scott Cooper's credentials?

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

Where is Lisette Scott Cooper located?

Lisette Scott Cooper is based in LINCOLN, Massachusetts, last registered with FIDUCIARY TRUST INTERNATIONAL, LLC.

How does Lisette Scott Cooper charge for services?

Lisette Scott Cooper's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY TRUST INTERNATIONAL, LLC?

FIDUCIARY TRUST INTERNATIONAL, LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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