firm profile
Cooper Financial Services, Inc.
Overview
Cooper Financial Services, Inc. is an SEC registered investment adviser based in Shelton, CT, registered since 1985. It reports $184M in assets under management across 1,576 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $184M
- Discretionary
- 100%
- Accounts
- 1,576
- Average account
- $117K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 1985
- Jurisdictions
- 6
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Michael James Butler Chairman, Chief Compliance Officer, Chief Executive Officer CRD 6318239
- Steven Gregory Butler Vice President CRD 7410569
Advisory reps 3 of 3
- Michael James Butler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6318239
- Steven Gregory Butler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7410569
- Thomas Dekari Kerney Registered Rep · Investment Adviser Rep CRD 5581521
Location
- Headquarters
- 1000 Bridgeport Ave Ste 308
Shelton, CT 06484 - County
- Naugatuck Vly
- Metro area
- New Haven-Milford, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: cooperfinservices.com
Every state, with registration dates
Similar firms near Shelton
- Ast Investment Services, Inc.Shelton, CT$91.5B AUM
- ProcyonShelton, CT$9.2B AUM
- Pentegra Investors, Inc.Shelton, CT$5.6B AUM
- Wright Investors Service IncShelton, CT$1.2B AUM
- Investmark Advisory Group LLCShelton, CT$93M AUM
request a demo
See what we have on Cooper Financial Services, Inc.
We'll walk you through the full profile and how to find more firms like this one.