Steven Andrew Cooper
Investment adviser representative at Hub Investment Partners, LLC
15 yearsExperience
2 statesRegistered in
$11.9BFirm assets
6 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Hub Investment Partners, LLCDec 2024 to now
- Millennium Advisory Services, Inc.Oct 2018 to Feb 2025
- Cherry Bekaert Wealth Management LLCAug 2018 to Oct 2018
- Wealthcare Capital Management Inc.Apr 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn 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
- 4639090
- Firm CRD
- 307956