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GC

Gordon W. Cooper

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CRD#: 1671301
GC

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.

Gordon Walker Cooper, who also goes by Gordon Cooper, was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 1995. Gordon had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gordon Cooper

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

December 8, 2016 - December 13, 2024

BUTTONWOOD TREE ADVISORS, LLC

RIA
CRD#: 285190
NATICK, MA
Past

July 12, 2013 - August 15, 2016

MORGAN STANLEY

RIA
CRD#: 149777
WELLESLEY, MA
Past

June 20, 2013 - August 15, 2016

MORGAN STANLEY

BD
CRD#: 149777
WELLESLEY, MA
Past

November 9, 2011 - April 25, 2013

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

December 1, 2009 - November 29, 2010

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
BOSTON, MA
Past

July 25, 2001 - December 1, 2009

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
BOSTON, MA
Past

November 18, 1997 - August 6, 2001

CONNING & COMPANY

BD
CRD#: 1512
OAKBROOK TERRACE, IL
Past

August 8, 1995 - January 29, 1997

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/29/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2001
General Securities Principal Examination

Current Firm


BT
BUTTONWOOD TREE ADVISORS, LLC
BUTTONWOOD TREE ADVISORS, LLC

CRD#: 285190 / SEC#:

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Contact information


Main Address
9 Deer Path, Natick, MA 01760
Mailing Address
Phone number
(781) 789-0656
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 6,234,421

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.

Company Information


BUTTONWOOD TREE ADVISORS, LLC

CRD#: 285190

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