William
Cooper
Fidelity Personal And Workplace Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
William Cooper is a financial advisor based out of Merrimack, New Hampshire with 2 years of relevant experience. Cooper is an employee of Fidelity Personal And Workplace Advisors. Cooper has gained experience at Metropolitan Life Insurance Company, Metlife Securities Inc, Lpl Financial LLC, Atlantic Capital Advisors, Voya Financial Advisors, Inc, Dtrt Advisors, LLC, Coastal Equities, Inc, Dtrt Insurance Services, LLC, Tcm Securities, Inc, Morgan Stanley, Morgan Stanley Private Bank, National Association, Principal Life Insurance Company, Principal Securities Incorparated, Lincoln Investment, Capital Analysts, Fidelity Investments and Health Markets. Cooper holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is a company headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in assets among its 1,712,247 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth investors who have more than $1 million in assets. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
William Cooper Work History
William has been registered as a financial advisor for 2 years.*
Fidelity Investments
Lincoln Investment
Capital Analysts
Health Markets
Principal Life Insurance Company
Principal Securities Incorparated
Tcm Securities, Inc
Morgan Stanley
Morgan Stanley Private Bank, National Association
Dtrt Advisors, LLC
Coastal Equities, Inc
Dtrt Insurance Services, LLC
Voya Financial Advisors, Inc
Lpl Financial LLC
Atlantic Capital Advisors
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 William Cooper 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 Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.