Sharon Lee Cooper
Investment adviser representative at Aerie Advisory Group LLC
19 yearsExperience
1 stateRegistered in
$2.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Aerie Advisory Group, LLCJul 2026 to now
- D'annunzio Consulting Group, LLCJul 2007 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Aerie Advisory Group LLC
$2.5BAssets managed
44Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2815356
- Firm CRD
- 333610