Steven A. Cooper

HUB INVESTMENT PARTNERS

Glen Allen, VA 23059

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CRD#: 4639090

Professional summary

Steven Andrew Cooper is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Glen Allen, Virginia.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Steven Andrew Cooper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 9, 2025 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 120 Eastshore Dr Suite 305, Glen Allen, VA 23059

RIA

CRD#: 307956

Glen Allen, VA

Past

November 1, 2018 - February 28, 2025

MILLENNIUM ADVISORY SERVICES, INC.

RIA

CRD#: 116057

Glen Allen, VA

Past

September 11, 2018 - October 18, 2018

CHERRY BEKAERT WEALTH MANAGEMENT LLC

RIA

CRD#: 108504

RICHMOND, VA

Past

May 23, 2011 - August 27, 2018

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

RICHMOND, VA

Past

November 9, 2004 - March 16, 2011

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

RICHMOND, VA

Past

June 27, 2003 - August 6, 2004

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

March 13, 2003 - April 11, 2003

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/9/2025)

IAR

Virginia
(1/13/2025)

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

IAR

Series 65

Date: 5/20/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/11/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Steven A. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Andrew Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLENNIUM ADVISORY SERVICES, INC.

CHERRY BEKAERT WEALTH MANAGEMENT LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

CAPITAL BROKERAGE CORPORATION

CAPITAL BROKERAGE CORPORATION

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2011

Series 63

Date: 3/18/2003

Series 6

Date: 3/11/2003

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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