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Chief Wealth Strategist/principal · RZH Advisors LLC

Spencer M. Cooper

CRD 5002273 · Named on Form ADV at one SEC-registered adviser

At a glance

RZH Advisors LLC, an SEC-registered wealth manager based in Stamford, CT with $2.4 billion in regulatory assets, lists Spencer M. Cooper on its Form ADV as Chief Wealth Strategist/principal, a control person.

Firms and roles

  • RZH Advisors LLCChief Wealth Strategist/principalWealth manager · Stamford, CT · $2.4B in regulatory assets

AtlasMembers

Spencer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Spencer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.