Renee
Cooper

Schwab Private Client Investment Advisory, Inc

CRD#4980351
Investment Advisor
in Orlando, FL
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About this Advisor

Renee Cooper is a certified financial planner who works in Orlando, Florida, with a total of 20 years of experience as a financial advisor. Cooper is on the advisory team at Schwab Private Client Investment Advisory, Inc. Their career trajectory has included roles at United States Air Force, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Ameriprise Financial Services Inc, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisor and Real Estate/Property Management. Cooper has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Florida. Schwab Private Client Investment Advisory, Inc is a company that has its headquarters in Orlando, Florida. The company has offices in 10 locations and a total of 598 advisors. It manages $90 billion in assets between its 108,791 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 108,791 accounts, 66% belong to high-net-worth investors who have greater than $1 million in assets. Schwab Private Client Investment Advisory, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services are provided. Fees billed by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Renee Cooper Work History

Renee has 20 years of experience.

2016 - Present (3 years)

Charles Schwab & Co., Inc

2016 - Present (3 years)

Schwab Private Client Investment Advisor

2015 - 2016 (1 years)

Ameriprise Financial Services Inc

2011 - Present (8 years)

Real Estate/Property Management

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

1998 - Present (21 years)

United States Air Force

Disclosures

Renee Cooper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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