Investment adviser representative · Cooney Financial Advisors Inc.
Thomas M. Cooney
CRD 1403051 · Marlton, NJ
At a glance
Thomas M. Cooney is an investment adviser representative with Cooney Financial Advisors Inc. in Marlton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 1991, about 35 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cooney Financial Advisors Inc.Since February 1991Marlton, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’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
- Locked
- 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
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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.