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. Filings identify the owner type as a combination of a domestic entity and an individual and classify the adviser as "unclassified." The firm does not register itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures for Cooperative Securities supply very little about its business model, target clients, advisory services, or fee arrangements. The combination of an SEC registration date and sparse descriptive detail suggests the firm has limited reporting activity in public datasets.

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

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Recent M&A activity

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Recent filings

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Awards

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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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