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Peter T. Cooper

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CRD#: 53671
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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.

Peter Trivess Cooper, who also goes by Peter T Cooper, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1967. Peter had worked at 4 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter T 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

August 5, 2009 - December 4, 2017

COOPER CAPITAL, INC.

RIA
CRD#: 127691
ARLINGTION, VA
Past

March 10, 1995 - March 1, 2012

THE NORTHSTAR GROUP, INC.

BD
CRD#: 31282
GREENWICH, CT
Past

May 19, 1978 - August 2, 1993

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

July 12, 1967 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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
IAR
Series 65
Date: 8/4/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 8/15/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/7/1966
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 4/19/1973
Registered Principal Examination

Current Firm


CC
COOPER CAPITAL, INC.
COOPER CAPITAL INVESTMENT MANAGEMENT | COOPER CAPITAL, INC.

CRD#: 127691 / SEC#: 801-62263

RIA
Registered Investment Advisory firm - (3/26/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (1/20/2012 Approved)
Idaho
Registered Investment Advisory firm - (8/10/2023 Approved)
Maryland
Registered Investment Advisory firm - (1/4/2016 Terminated)
New Hampshire
Registered Investment Advisory firm - (7/16/2015 Terminated)
Oregon
Registered Investment Advisory firm - (11/17/2023 Terminated)
Texas
Registered Investment Advisory firm - (11/13/2023 Terminated)
Virginia
Registered Investment Advisory firm - (12/18/2017 Terminated)
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Contact information


Main Address
Sandpoint, ID
Mailing Address
P.o. Box 2427, Sandpoint, ID 83864
Phone number
(203) 222-0466
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts63
AUM (Assets Under Management)$ 20,546,770

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COOPER CAPITAL, INC.

CRD#: 127691

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