Adviser and broker representative · Cooper McManus
Courtland B. Alex
CRD 2285309 · Irvine, CA
At a glance
Courtland B. Alex is an investment adviser representative with Cooper McManus in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Courtland’s SEC record dates to 2001, about 25 years ago. Courtland is also registered as a broker representative.
Current advisory firm
- Cooper McManusSince December 2016Irvine, CA · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Courtland’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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