Chace M. Cooper

MATCH GRADE ADVISORS

Mount Pleasant, SC

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CRD#: 7816735

Professional summary

Chace M Cooper is a registered financial advisor currently at MATCH GRADE ADVISORS located in Mount Pleasant, South Carolina.

Chace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Chace has worked at 2 firms and has passed the Series 65, Series 7TO and SIE 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.

Double E Insurance, it is insurance related, 810 Johnnie Dodds Mount Pleasant SC 29464, Insurance Services, Director of Business Development Role, 09/21/2024, 12 months a year devoted to the business 40 hours a week, I sell fixed and indexed Life Insurance products that are non securities. Double E Financial, 810 Johnnie Dodds Mount Pleasant SC 29464, Director of Business Development Role, May 2023, 12 months a year devoted to the business 40 hours a week, Investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chace M 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 16, 2025 - Present

MATCH GRADE ADVISORS

RIA

CRD#: 299181

Mount Pleasant, SC

Past

February 19, 2025 - April 1, 2025

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Mt. Pleasant, SC

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".

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 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

South Carolina
(5/16/2025)

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: 4/25/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/19/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/28/2024

Securities Industry Essentials Examination

Current Firm

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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Contact information

Main Address

400 Pettigru St, Greenville, SC 29601

Mailing Address

Phone number

(864) 250-0661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 361,004,534

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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Chace M. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chace M Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATCH GRADE ADVISORS

FORTUNE FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MATCH GRADE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2025

Series 7TO

Date: 2/19/2025

SIE

Date: 6/28/2024

Current Firm

MATCH GRADE ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATCH GRADE ADVISORS

TRUST BUT VERIFY

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