COOPERATIVE SECURITIES

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
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 was registered with the SEC in 2022. FINTRX classifies the firm as unclassified rather than under a specific advisory niche, and the ownership is listed as a combination of a domestic entity and an individual. The firm is not reported to act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser in the snapshot provided. The available institutional details are sparse, suggesting the firm is either very small, early in its operating lifecycle, or has limited public disclosure. There is no information in the record about client segments, fee models, or core advisory activities.

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

    CEO & Co-FounderCRD 5977433

Contacts

3 of 6
  • Heesun Choi

    Registered RepresentativeCRD 5710264

  • Yu Ling Wang

    Registered RepresentativeCRD 7509411

  • Jason Mowery

    Vice President, Relationship ManagementCRD 7864882

Unlock 3 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