Unclaimed Profile

Cooper Birdsall Stuart

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas

Series 7, Series 22, Series 63Clean record8 years registeredPHOENIX CAPITAL REALTY ADVISORS, LLC

15725 NORTH DALLAS PARKWAY, ADDISON, TX 75001CRD# 1080085Firm CRD# 161129

Profile Verification

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

Identity

Cooper Birdsall Stuart · ADDISON, TX

Registration

CRD #1080085 · PHOENIX CAPITAL REALTY ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHOENIX CAPITAL REALTY ADVISORS, LLC

PHOENIX CAPITAL REALTY ADVISORS, LLC

May 2018 – Jul 2022

Dallas, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 63

Registration record

First registered · May 17, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD 161129 · SEC 801-74334

AUM

$233M

Regulatory assets under management

Employees

4 client accounts

Services offered by PHOENIX CAPITAL REALTY ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Cooper Birdsall Stuart offer?

Cooper Birdsall Stuart specializes in Retirement Planning.

What are Cooper Birdsall Stuart's credentials?

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

Where is Cooper Birdsall Stuart located?

Cooper Birdsall Stuart is based in ADDISON, Texas, last registered with PHOENIX CAPITAL REALTY ADVISORS, LLC.

How does Cooper Birdsall Stuart charge for services?

Cooper Birdsall Stuart's firm is compensated through percentage of aum, performance-based fees, other: % of initial investment costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHOENIX CAPITAL REALTY ADVISORS, LLC?

PHOENIX CAPITAL REALTY ADVISORS, LLC has approximately 17 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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