RB
Richard T. Bentley
COOPER/HAIMS ADVISORS
Victor, NY 14564
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CRD#: 4777178
RB
Professional summary
Richard Thomas Bentley, CFP®, who also goes by Richard T Bentley, Richard T. Bentley, is a registered financial advisor currently at COOPER/HAIMS ADVISORS, LLC located in Victor, New York.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard T Bentley | Richard T. Bentley
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.
1) LECHASE CONSTRUCTION SERVICES, LLC - LOCATED AT 205 INDIGO CREEK, ROCHESTER, NY 14618, NON-INVESTMENT RELATED. NATURE:CONSTRUCTION AND REAL ESTATE DEVELOPMENT, START DATE: 07/2020, POSITION: INVESTMENT COMMITTEE MEMBER, DUTIES: ADVISE COMMITTEE ON THEIR REAL ESTATE AND CAPITAL PORTFOLIO. APPROXIMATELY 5 HOURS PER MONTH WITH ONLY 1 OCCURING DURING TRADING HOURS. 2) LECHASE CONSTRUCTION SERVICES, LLC - LOCATED AT 205 INDIGO CREEK, ROCHESTER, NY 14618, NON-INVESTMENT RELATED. NATURE:CONSTRUCTION AND REAL ESTATE DEVELOPMENT, START DATE: 02/2023, POSITION: ADVISORY BOARD MEMBER, DUTIES: ADVISE COMMITTEE ON COMPANY'S STRATEGIC INITIATIVES. APPROXIMATELY 5 HOURS PER MONTH WITH ONLY 1 OCCURING DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Thomas Bentley's 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®
CFP®
Start date: 2004
Experience
Current
April 8, 2021 - Present
COOPER/HAIMS ADVISORS, LLC
Office #1: 50 Square Drive Suite 210, Victor, NY 14564RIA
CRD#: 124122
Victor, NY
Past
July 8, 2004 - December 31, 2007
NIXON PEABODY FINANCIAL ADVISORS LLC
RIA
CRD#: 117232
ROCHESTER, NY
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".
CA
COOPER/HAIMS ADVISORS, LLC
COOPER/HAIMS ADVISORS, LLC
CRD#: 124122 / SEC#: 801-61599
RIA
Registered Investment Advisory firm - (11/29/2002 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
New York(4/8/2021)
Exams
Current Firm
CA
COOPER/HAIMS ADVISORS, LLC
COOPER/HAIMS ADVISORS, LLC
CRD#: 124122 / SEC#: 801-61599
RIA
Registered Investment Advisory firm - (11/29/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Square Drive Suite 210, Victor, NY 14564
Mailing Address
Phone number
(585) 248-6400
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,501 |
| AUM (Assets Under Management) | $ 939,160,232 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/28/2025 | ||
| 01/29/2024 | ||
| 02/28/2023 |
Red Flags
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Company Information
COOPER/HAIMS ADVISORS, LLC
CRD#: 124122Victor, NY 14564TRUST BUT VERIFY
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