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FIRM PROFILE
Overview
COOPERATIVE SECURITIES is located at 20701 Cooperative Way, Dulles, VA 20166 and was first established at Philadelphia, Delaware in 11/01/2021. After operating for 4 years, COOPERATIVE SECURITIES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COOPERATIVE SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. COOPERATIVE SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COOPERATIVE SECURITIES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COOPERATIVE SECURITIES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COOPERATIVE SECURITIES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for COOPERATIVE SECURITIES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
20701 Cooperative Way, Dulles, VA 20166
20701 Cooperative Way, Dulles, VA 20166
Small
(800) 424-2954
Delaware since 11/01/2021
Limited Liability Company
May
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| NATIONAL COOPERATIVE SERVICES CORPORATION | SHAREHOLDER | ||
| SCHLEIFER, JUSTIN HAYES | CHIEF COMPLIANCE OFFICER / FINOP | 5977433 | |
| WANG, YU LING | CEO |
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Advisor's working at COOPERATIVE SECURITIES
Heesun Choi
Justin Hayes Schleifer
Patrick J Labbe
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