David Michael Roth
Investment adviser representative at Cooper Mcmanus
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
23 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 feeOther
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
11 years in the industry.
- Cooper McmanusOct 2023 to now
- Cambridge Investment Research, Inc.Oct 2023 to now
- Cooper Mcmanus Wealth ManagementOct 2023 to now
- Securities America AdvisorsSep 2018 to Oct 2023
- Securities America, Inc.Sep 2018 to Sep 2023
- Geneos Wealth Management IncFeb 2017 to Sep 2018
- Proactive Financial ManagementFeb 2017 to Sep 2018
- Edward JonesMar 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 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
- 6263680
- Firm CRD
- 111458