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Charles Sherwood Cooper

STRONGBOX WEALTH, LLC·LEE'S SUMMIT, Missouri
Clean recordSTRONGBOX WEALTH, LLC
3470 NE RALPH POWELL ROAD, LEE'S SUMMIT, MO 64064CRD# 2290910Firm CRD# 304952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Sherwood Cooper · LEE'S SUMMIT, MO
Registration
CRD #2290910 · STRONGBOX WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Sherwood Cooper is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with STRONGBOX WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRONGBOX WEALTH, LLC
STRONGBOX WEALTH, LLC
AUM
$394M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRONGBOX WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2290910
Firm CRD# 304952
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Sherwood Cooper offer?
Charles Sherwood Cooper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEE'S SUMMIT, Missouri for a consultation.
What are Charles Sherwood Cooper's credentials?
Charles Sherwood Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Sherwood Cooper located?
Charles Sherwood Cooper is based in LEE'S SUMMIT, Missouri, working with STRONGBOX WEALTH, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.
How does Charles Sherwood Cooper charge for services?
Charles Sherwood 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 STRONGBOX WEALTH, LLC?
STRONGBOX WEALTH, LLC has approximately 6 employees and manages $394M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRONGBOX WEALTH, LLC

Jonathan Grant Garlow
LEE'S SUMMIT, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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Research
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