COOPER FINANCIAL SERVICES, INC.

SHELTON, Connecticut·4 registered advisors·CRD# 104671

SEC# 801-242881203-248-1972

01

Firm Overview

AUM

$171M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at COOPER FINANCIAL SERVICES, INC.

4 registered advisors

Lawrence Scott Cooper

HAMDEN, Connecticut

Michael James Butler

SHELTON, Connecticut

Steven Gregory Butler

SHELTON, Connecticut

Susan Lynn Cooper

HAMDEN, Connecticut

05

Office Locations

HAMDEN, Connecticut

SHELTON, Connecticut

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Data sourced from SEC Form ADV filings. COOPER FINANCIAL SERVICES, INC. (CRD# 104671) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.