Financial ADVSR advisor directory · SEC adviser records
Cooper/Haims Advisors, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Cooper/Haims Advisors, LLC office in New York, by city and A to Z.
The short answer
9 registered advisors work at Cooper/Haims Advisors, LLC in New York, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Victor (9). 8 list the CFP designation and 0 are also registered broker representatives.
Cooper/Haims Advisors, LLC advisors by city in New York
Every firm in New York →Cooper/Haims Advisors, LLC advisors in New York, A to Z
Search by name →- Richard T. BentleyVictor · Certified Financial Planner
- Andrea M. EllsVictor · Certified Financial Planner, Chartered Financial Analyst
- Jared HaimsVictor · Certified Financial Planner
- Dean M. HutchinsonVictor · Certified Financial Planner
- Daniel N. JonesVictor · Certified Financial Planner, Personal Financial Specialist
- Matthew R. KelleyVictor · Chartered Financial Analyst
- Benjamin W. OwensVictor · Certified Financial Planner
- Brian S. RoesVictor · Certified Financial Planner
- Andrew X. WongVictor · Certified Financial Planner
Cooper/Haims Advisors, LLC advisors in every state →Cooper/Haims Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Cooper/Haims Advisors, LLC financial advisors are in New York?
9 investment adviser representatives are registered at Cooper/Haims Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Cooper/Haims Advisors, LLC have the most advisors?
Victor, with 9. Cooper/Haims Advisors, LLC has advisors in 1 city in New York.
How do I check a Cooper/Haims Advisors, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cooper/Haims Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.