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Lisette Scott Cooper

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts
Unclaimed Profile
55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 1795128Firm CRD# 124062
01

About

Lisette Scott Cooper is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with FIDUCIARY TRUST INTERNATIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY TRUST INTERNATIONAL, LLC
FIDUCIARY TRUST INTERNATIONAL, LLC
AUM
$6.3B
Regulatory assets under management
Employees
50
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1795128
Firm CRD# 124062
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in LINCOLN, Massachusetts for a consultation.
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, working with FIDUCIARY TRUST INTERNATIONAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
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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