Truman
Cooper

Morgan Stanley

CRD#6190267
Investment Advisor
in Dallas, TX

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About this Advisor

Truman Cooper is a financial advisor operating out of Dallas, Texas, who has 4 years of relevant experience. Cooper is currently employed by Morgan Stanley. During their career, Cooper has held roles at Oklahoma State University, Dot It, Community Bank Of Texas, Ubs Wealth Management, Axa Advisors, LLC, Morgan Stanley and Morgan Stanley Private Bank, N.A. Cooper maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas. Morgan Stanley is a company based in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in total assets between its 2,233,188 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Morgan Stanley provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually are based on which services are provided. Fees billed by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

5001 Spring Valley Road Suite 900W
Dallas, TX 75244

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

TX Average: $7,464,549,021
Total Number of Employees

28,000

TX Average: 88
Total Number of Accounts

2,233,188

TX Average: 3,892
Average Account Size

$530,659

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Truman Cooper Work History

Truman has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Morgan Stanley

2019 - Present (5 years)

Morgan Stanley Private Bank, N.A

2017 - 2019 (2 years)

Axa Advisors, LLC

2016 - 2017 (1 year)

Dot It

2015 - 2016 (1 year)

Oklahoma State University

2015 - 2015 (< 1 year)

Community Bank Of Texas

2014 - 2015 (1 year)

Oklahoma State University

2014 - 2014 (< 1 year)

Ubs Wealth Management

2013 - 2014 (1 year)

Oklahoma State University

2013 - 2013 (< 1 year)

Ubs Wealth Management

2012 - 2013 (1 year)

Oklahoma State University

*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 Truman 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 Morgan Stanley

Margret Birch
Oak Brook, IL
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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