Cooper B. Stuart

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CRD#: 1080085

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cooper Birdsall Stuart was a registered financial professional .

Cooper is a previously registered financial professional and started their career in finance in 1982. Cooper had worked at 4 firms and has passed the Series 63, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 17, 2018 - July 20, 2022

PHOENIX CAPITAL REALTY ADVISORS, LLC

RIA

CRD#: 161129

Dallas, TX

Past

October 22, 1991 - December 14, 1992

ANDERSON CAPITAL RESOURCES, INC.

CRD#: 27023

Past

July 30, 1991 - September 13, 1991

BELMONT ASSET MANAGEMENT, INC.

CRD#: 18484

DALLAS, TX

Past

November 1, 1982 - January 22, 1988

INVEQUEST SECURITIES, INC.

CRD#: 10898

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD#: 161129 / SEC#: 801-74334

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/21/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/1991

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/28/1982

Direct Participation Programs Representative Examination

Current Firm

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD#: 161129 / SEC#: 801-74334

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

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Contact information

Main Address

15725 North Dallas Parkway Suite 230, Addison, TX 75001

Mailing Address

Phone number

(972) 866-7577

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PHOENIX CAPITAL REALTY ADVISORS, LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 168,370,777

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Cooper B. Stuart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PHOENIX CAPITAL REALTY ADVISORS, LLC

ANDERSON CAPITAL RESOURCES, INC.

BELMONT ASSET MANAGEMENT, INC.

INVEQUEST SECURITIES, INC.

Primary Firm SEC Registration

PHOENIX CAPITAL REALTY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/21/1991

Series 7

Date: 7/23/1991

Series 22

Date: 7/28/1982

Current Firm

PHOENIX CAPITAL REALTY ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PHOENIX CAPITAL REALTY ADVISORS, LLC

TRUST BUT VERIFY

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