William
Cooney

Investacorp Advisory Services Inc

CRD#4723322
Investment Advisor
in Seattle, WA
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About this Advisor

William Cooney is a chartered financial consultant who works out of Seattle, Washington, with a total of 15 years of professional experience. Cooney works at Investacorp Advisory Services Inc. Their career trajectory has included roles at Nfp Advisor Services, Northwestern Mutual Life Insurance Company, Massmutual, Crump, Highland Capital, Investacorp Inc and Investacorp Advisory Services. Cooney maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Investacorp Advisory Services Inc is a registered investment company operating out of Seattle, Washington. The investment advisory business has offices in 120 locations and a total of 265 people on staff. It manages $2 billion in assets under management across its 7,301 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 7,301 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Investacorp Advisory Services Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on the services provided. Fees billed by Investacorp Advisory Services Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1601 5Th Ave Ste 1800
Seattle, WA 98101

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Investacorp Advisory Services Inc Brokerage Details

Total Assets Under Management

$2,386,972,126

WA Average: $1,855,561,029
Total Number of Employees

270

WA Average: 62
Total Number of Accounts

7,016

WA Average: 2,474
Average Account Size

$340,218

WA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

William Cooney Work History

William has 15 years of experience.

2016 - Present (3 years)

Investacorp Inc

2016 - Present (3 years)

Investacorp Advisory Services

2014 - Present (5 years)

Highland Capital

2014 - 2015 (1 year)

Nfp Advisor Services

2013 - 2014 (1 year)

Crump

2011 - 2013 (2 years)

Massmutual

2003 - 2010 (7 years)

Northwestern Mutual Life Insurance Company

Disclosures

William Cooney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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