Cooper Birdsall Stuart
Professional Summary
Cooper Birdsall Stuart was a registered financial advisor. Cooper was a previously registered financial professional and started their career in finance 1982 - 2022. Cooper had worked at 4 firms and has passed the Series 63, Series 7 and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
No current employment
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
44 years registered in the securities industry
Current & Past Employments
Past
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
CHAMPION GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VIII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VI GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND V GENPAR, L.P. (RELYING ADVISER | PHOENIX CAPITAL REALTY ADVISORS, LLC | PHOENIX CAPITAL MANAGEMENT, LLC | PHOENIX 2011 GP, LLC (RELYING ADVISER) | PHOENIX 2010 GP, LLC (RELYING ADVISER) | PHOENIX 2009 GP, LLC (RELYING ADVISER)
Contact Information
Main Address
15725 North Dallas Parkway Suite 230, Addison, TX 75001Phone Number
(972) 866-7577# of Employees
19SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$155,769,839Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
CHAMPION GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VIII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VI GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND V GENPAR, L.P. (RELYING ADVISER | PHOENIX CAPITAL REALTY ADVISORS, LLC | PHOENIX CAPITAL MANAGEMENT, LLC | PHOENIX 2011 GP, LLC (RELYING ADVISER) | PHOENIX 2010 GP, LLC (RELYING ADVISER) | PHOENIX 2009 GP, LLC (RELYING ADVISER)
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jul 1982About the Series 22 examSimilar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC