Dean
Hutchinson
Cooper/Haims Advisors, LLC
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About this Advisor
Dean Hutchinson is a certified financial planner operating out of Victor, New York, who has 2 years of relevant experience. Hutchinson works at Cooper/Haims Advisors, LLC. Over the course of their career, they have held roles at Tompkins Financial Advisors, Ensemble Financial Services, Lpl Financial LLC and Cooper/Haims Advisors, LLC. Hutchinson holds a Series 63 license, designating them as a securities representative, and is approved to work in New York. Cooper/Haims Advisors, LLC is a registered investment business that has its headquarters in Victor, NY. It handles $881 million in assets under management among its 1,394 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,394 accounts, 55% belong to high-net-worth investors who have greater than $1 million in investable assets. Cooper/Haims Advisors, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the type of services provided. Fee types billed by Cooper/Haims Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper/Haims Advisors, LLC Brokerage Details
$880,841,883
13
1,394
$631,881
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
- Educational seminars/workshops
Dean Hutchinson Work History
Dean has been registered as a financial advisor for 2 years.*
Cooper/Haims Advisors, LLC
Lpl Financial LLC
Tompkins Financial Advisors
Ensemble Financial Services
*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 Dean Hutchinson 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/Haims Advisors, LLC
Victor, NY
Victor, NY
Victor, NY
Victor, NY
Victor, NY
Victor, NY
Victor, NY
Victor, NY
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.
