Cooperative Securities

Broker-DealerFINRA Member
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 with ownership listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data. The snapshot indicates it does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided details about its client base, fee structure, business activities, or specific advisory services in the source dataset, and an activities/affiliations record was not supplied. Those gaps limit what can be said about its target clients, service model, or strategic positioning.

Assets & Accounts

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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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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