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Richard Thomas Bentley

COOPER/HAIMS ADVISORS, LLC·VICTOR, New York
Clean record22 years registeredCOOPER/HAIMS ADVISORS, LLC
50 SQUARE DRIVE, VICTOR, NY 14564CRD# 4777178Firm CRD# 124122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Thomas Bentley · VICTOR, NY
Registration
CRD #4777178 · COOPER/HAIMS ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

COOPER/HAIMS ADVISORS, LLC
Apr 2021 – present
NIXON PEABODY FINANCIAL ADVISORS LLC
Jul 2004 – Dec 2007
ROCHESTER, NY
02

Registrations & Exams

Registration record
First registered · July 8, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOPER/HAIMS ADVISORS, LLC
CRD 124122 · SEC 801-61599
AUM
$853M
Regulatory assets under management
Employees
14
487 client accounts
Services offered by COOPER/HAIMS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COOPER/HAIMS ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Richard Thomas Bentley offer?
Richard Thomas Bentley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.
What are Richard Thomas Bentley's credentials?
Richard Thomas Bentley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Thomas Bentley located?
Richard Thomas Bentley is based in VICTOR, New York, working with COOPER/HAIMS ADVISORS, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Richard Thomas Bentley charge for services?
Richard Thomas Bentley'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 COOPER/HAIMS ADVISORS, LLC?
COOPER/HAIMS ADVISORS, LLC has approximately 14 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COOPER/HAIMS ADVISORS, LLC

Jared Haims
VICTOR, NY
Joelle Lauren Donahoe
VICTOR, NY
Brian Scott Roes
VICTOR, NY

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