Stanley Cooper is a CFP-designated registered investment advisor, based in Marlton, NJ, with 44 years of industry experience.
Location
2001 A Lincoln Drive West, Marlton, NJ, 08053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stanley is a partner at Capital Wealth Advisors, LLC, dedicating full-time hours to financial services. He also sells life insurance and annuities as an insurance agent, spending minimal time on this activity, and volunteers on the investment committee for a local JCC and co-chairs meetings for the Jewish Community Foundation, spending minimal time on each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Gruntal & CO. IncorporatedBroker
W. H. Newbold's Sons & CO., INC.Broker
Philadelphia Life Asset Planning CompanyBroker
State Registrations15 states
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