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EC

Eric A. Cooper

SOONER PRIVATE FINANCIAL
SALEM, NH 03079
CRD#: 6463979
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EC
Eric Alexander CooperSOONER PRIVATE FINANCIAL

Professional summary

Eric Alexander Cooper is a registered financial advisor currently at SOONER PRIVATE FINANCIAL LLC located in Salem, New Hampshire.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 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 Eric Alexander 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

May 27, 2026 - Present

SOONER PRIVATE FINANCIAL LLC

Office #1: 90 Stiles Road Suite 201, Salem, NH 03079
RIA
CRD#: 340648
SALEM, NH
Past

August 10, 2023 - June 11, 2026

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Gloucester, MA
Past

September 6, 2018 - August 17, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BEDFORD, NH
Past

September 4, 2018 - August 17, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BEDFORD, NH
Past

December 6, 2016 - March 27, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

April 23, 2015 - March 27, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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 Hampshire
(5/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2015
General Securities Representative Examination

Current Firm

SP
SOONER PRIVATE FINANCIAL LLC
SOONER PRIVATE FINANCIAL LLC

CRD#: 340648 / SEC#: 801-135787

RIA
Registered Investment Advisory firm - (4/6/2026 120-Day Approval)
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Contact information

Main Address
90 Stiles Road Suite 201, Salem, NH 03079
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOONER PRIVATE FINANCIAL ADV 2A (3/6/2026)

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

SOONER PRIVATE FINANCIAL LLC

CRD#: 340648Salem, NH 03079

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