Daniel Cooper
Professional Summary
Daniel Cooper, who also goes by Dan David Cooper, is a registered financial advisor currently at BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC located in Reston, Virginia and MADISON AVENUE SECURITIES, LLC located in Reston, Virginia. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Daniel has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan David Cooper
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Videos & Posts
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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 on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190Phone Number
(703) 796-0957# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
780AUM (Assets Under Management)
$135,055,793Similar Advisors
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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.
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Primary Firm SEC Registration
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(12/19/2023)
(2/8/2023)
(2/25/2021)
(10/21/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Cooper's CRS (Customer Relationship Summary).
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