Dylan Cooper is a CFP-designated registered investment advisor, based in New York, NY, with 19 years of industry experience.
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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Regulatory History (1)
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Criminal
June 2002Final Disposition
Employment History
Current Registrations
Cp Client Solutions LLCBroker
January 2026 - Present · 6 mos
Cerity Partners LLC
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
The Ayco Company, L.P.
October 2023 - March 2024 · 5 mos
Goldman Sachs & CO. LLCBroker
January 2021 - March 2024 · 3 yrs 2 mos
Goldman Sachs Personal Financial Management
January 2021 - October 2023 · 2 yrs 9 mos
The Ayco Company,l.p.
July 2020 - December 2020 · 5 mos
Mercer Allied Company, L.P.Broker
April 2007 - January 2021 · 13 yrs 9 mos
Morgan Stanley
September 2005 - June 2006 · 9 mos
Morgan Stanley Dw INC.Broker
September 2005 - June 2006 · 9 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.