Nicholas Edward Cooper
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
12 years in the industry.
- Commonwealth Financial NetworkJul 2026 to now
- Economic Concepts Inc.Jul 2026 to now
- Rmr Wealth Builders, Inc.Jan 2023 to Jun 2026
- Wms Partners, LLCJun 2021 to Nov 2022
- Gettysburg CollegeJan 2017 to Jun 2021
- Gill St Bernards High SchoolJan 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6543132
- Firm CRD
- 8032