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 on the SEC registry with an effective registration date in 2022. The entity is listed as owned by a combination of a domestic corporate entity and an individual, and the firm is categorized in the snapshot as "unclassified." The public snapshot signals a narrow public profile: Cooperative Securities is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multistate adviser, pension consultant, or related adviser. The summary provides limited detail about its business model, fee schedules, client segments, or specific 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

    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