SC
CFP
SC
CFP

Spencer Morris Cooper

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
Loading...

Location

One Landmark Square, 11th Floor, Stamford, CT, 06901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Rzh Advisors LLC
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
March 2009 - May 2010 · 1 yr 2 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.
Spencer Morris Cooper - Financial Advisor | TrueAdvisor