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 and appears in FINTRX as an SEC-registered investment adviser since 2022. Ownership is listed as a combination of a domestic entity and an individual. The platform classifies the firm as "unclassified," and its profile indicates it does not function as a capital allocator or an active ESG investor. FINTRX flags several negative attributes rather than service specializations: Cooperative Securities is not identified as a multi-state adviser, is not listed as a pension consultant, and is not recorded as a related adviser. The firm has provided minimal public detail about its advisory activities, client types, or fee structure in the source record.

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
  • Darick Eisenbraun

    Darick Eisenbraun

    Senior Vice PresidentCRD 6292446

  • 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