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Erik Luke Cooper

ARCVEST
BOSTON, MA
·CRD# 2910518·24 years experience

Professional Summary

Erik Luke Cooper is a registered financial advisor currently at ARCVEST, LLC located in Boston, Massachusetts. Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Erik has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

Current

ARCVEST, LLCCurrent·CRD# 162827
RIA
Boston, MA
May 21, 2012 - Present

Past

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLCPast·CRD# 129772
BD
Houston, TX
March 2, 2011 - April 11, 2012
GOLDMAN SACHS & CO. LLCPast·CRD# 361
BD
New York, NY
October 16, 2007 - April 13, 2010
FLAGSTAR SECURITIES, INCPast·CRD# 104233
BD
New York, NY
March 29, 2002 - May 16, 2002

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Current Firm

AL
ARCVEST, LLC

ARCVEST, LLC | ELC ADVISORS, LLC

CRD#: 162827
Arizona
Registered Investment Advisory firm - Arizona (9/5/2014 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/28/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (5/21/2012 Approved)

Contact Information

Main Address

Boston, MA

Phone Number

(713) 581-4550

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

78

AUM (Assets Under Management)

$56,000,000

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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.

NAME OF BUSINESS: THE PLAIN WEALTH BLOG/BOOK/PODCAST. INVESTMENT EDUCATION RELATED. ADDRESS: ONLINE ONLY. NATURE OF BUSINESS: FINANCIAL EDUCATION. POSITION: AUTHOR/HOST. START: 04/2024; 4 HOURS/MONTH - ZERO HOURS DURING SECURITIES TRADING HOURS; DUTIES: WRITE AND PODCAST.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(9/5/2014)
IAR
Massachusetts
(5/28/2025)
IAR
Texas
(5/21/2012)

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 66 — Uniform Combined State Law Examination

Passed Oct 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 2007About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Oct 2007About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Erik Luke Cooper's CRS (Customer Relationship Summary).

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