Cooperative Securities

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Dulles, Virginia
CRD number
317969
Registered since
October 13, 2022

Firm profile

FINTRX

Overview

Cooperative Securities is organized as a limited liability company that registered with the SEC in 2022. The firm’s ownership structure is listed as a combination of a domestic entity and an individual. In the FINTRX snapshot the adviser is classified as “unclassified” and is not identified as a capital allocator. The record flags the firm as not being an active ESG investor, not a multistate adviser, and not a pension consultant. The dataset does not include descriptions of the firm’s advisory activities, fee model, client segments, or specific business lines, so there is no public snapshot of investment focus, sector preferences, or stated portfolio-construction approach in this extract.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Justin Schleifer

    Justin Schleifer

    CEO & Co-FounderCRD 5977433

Contacts

3 of 7
  • Patrick Labbe

    ComplianceCRD 6609233

  • Heesun Choi

    Registered RepresentativeCRD 5710264

  • Yu Ling Wang

    Registered RepresentativeCRD 7509411

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dulles, VA

Loudoun

Location

Dulles, VA

Headquartered in Dulles, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Loudoun
Address
20701 Cooperative Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth