Natalie
Cooper

Matty Ai Inc

CRD#6437048
Investment Advisor
in Greenville, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Natalie Cooper is a financial advisor based in Greenville, South Carolina, working with Matty Ai Inc. Natalie has previously held positions at Sentry Wealth, Inc, Cooper Law Firm, P.C, Matty Investments, LLC, and Balanced Bookmaster. Natalie has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Natalie is part of Matty Ai Inc, which operates out of Greenville, South Carolina. The firm has 2 employees and manages assets totaling $36.4 thousand. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Matty Ai Inc includes other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Others

Office Location

411 University Ridge
Greenville, SC 29601

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.

Matty Ai Inc Brokerage Details

Total Assets Under Management

$36,365

SC Average: $646,059,043
Total Number of Employees

2

SC Average: 13
Total Number of Accounts

128

SC Average: 661
Average Account Size

$284

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Natalie Cooper Work History

2022 - Present (2 years)

Matty Investments, LLC

2021 - Present (3 years)

Balanced Bookmaster

2014 - 2020 (6 years)

Sentry Wealth, Inc

2013 - 2020 (7 years)

Cooper Law Firm, P.C

Disclosures

Please visit the SEC profile of Natalie 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 Matty Ai Inc

Natalie Cooper
Greenville, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started