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Financial ADVSR advisor directory · SEC adviser records

Cooper/Haims Advisors, LLC financial advisors in Victor, NY

Every SEC-registered investment adviser representative at a Cooper/Haims Advisors, LLC office in Victor, A to Z.

The short answer

9 registered advisors work at Cooper/Haims Advisors, LLC in Victor, out of 9 at the firm nationwide; it ranks number 2 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.

Cooper/Haims Advisors, LLC advisors in Victor, A to Z

Every Cooper/Haims Advisors, LLC advisor →

Cooper/Haims Advisors, LLC advisors in every city and state →Cooper/Haims Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Victor

All Victor advisors →

Osaic Wealth, Inc. 11Eagle Strategies LLC 8Flfs Advisory LLC 5Prosperity Advisory Group LLC 3The Pitti Group Wealth Management, LLC 3

Questions

How many financial advisors does Cooper/Haims Advisors, LLC have in Victor?

9 investment adviser representatives are registered at Cooper/Haims Advisors, LLC offices in Victor, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.

Is Cooper/Haims Advisors, LLC one of the largest advisor employers in Victor?

Cooper/Haims Advisors, LLC ranks number 2 in Victor by registered advisors; Osaic Wealth, Inc. has the most, with 11.

How do I check a Cooper/Haims Advisors, LLC advisor in Victor?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.