Unclaimed Profile

Timothy James Cooney

LS INVESTMENT ADVISORS, LLC·BLOOMFIELD HILLS, Michigan

SIE, Series 7, Series 63, Series 65Clean record21 years registeredLS INVESTMENT ADVISORS, LLC

39533 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 4024958Firm CRD# 146829

Profile Verification

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

Identity

Timothy James Cooney · BLOOMFIELD HILLS, MI

Registration

CRD #4024958 · LS INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LS INVESTMENT ADVISORS, LLC

LIFEMARK SECURITIES CORP.

Apr 2018 – Dec 2018

Potomac, MD

SUNTRUST INVESTMENT SERVICES, INC.

Sep 2015 – Apr 2016

WASHINGTON, DC

LS INVESTMENT ADVISORS, LLC

Dec 2008 – Oct 2012

WASHINGTON, DC

NATIXIS ASSET MANAGEMENT ADVISORS, L.P.

Apr 2006 – Oct 2008

BOSTON, MA

LOOMIS, SAYLES & COMPANY, L.P.

Jun 2005 – Oct 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LS INVESTMENT ADVISORS, LLC

CRD 146829 · SEC 801-69340

AUM

$803M

Regulatory assets under management

Employees

357 client accounts

Services offered by LS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy James Cooney offer?

Timothy James Cooney specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Timothy James Cooney's credentials?

Timothy James Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy James Cooney located?

Timothy James Cooney is based in BLOOMFIELD HILLS, Michigan, last registered with LS INVESTMENT ADVISORS, LLC.

How does Timothy James Cooney charge for services?

Timothy James Cooney'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 LS INVESTMENT ADVISORS, LLC?

LS INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $803M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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