Michael
Butler
Cooper Financial Services, Inc
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About this Advisor
Michael Butler is a financial advisor operating in Shelton, Connecticut, who has 7 years of industry experience. Butler is on the advisory team at Cooper Financial Services, Inc. Over the course of their career, Butler has held roles at Cooper Financial Services, Inc, Ricoh Americas and Cfs Securities, Inc. Butler has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Cooper Financial Services, Inc is an advisory company based out of Shelton, CT. It manages $158 million in assets under management between its 2,039 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,039 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Cooper Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Financial Services, Inc Brokerage Details
$158,435,835
4
2,039
$77,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Butler Work History
Michael has been registered as a financial advisor for 7 years.*
Cooper Financial Services, Inc
Cfs Securities, Inc
Ricoh Americas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Financial Services, Inc
Shelton, CT
Shelton, CT
Shelton, CT
Boynton Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
