Zachary Charles Cooper
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2025 to now
- Cambridge Investment Research, Inc.Nov 2024 to now
- Cuso Financial Services, LPAug 2023 to Nov 2024
- Citadel Federal Credit UnionOct 2021 to Nov 2024
- TD BankJun 2020 to Oct 2021
- DoordashJan 2020 to Sep 2021
- Zoup!Sep 2019 to Mar 2020
- Applebee'sSep 2019 to Sep 2019
- West Chester DinerSep 2019 to Sep 2019
- Full Time EducationAug 2019 to Jun 2020
- Applebee'sJun 2019 to Aug 2019
- Red RobinNov 2018 to May 2019
- Kohl'sAug 2018 to Nov 2018
- Waynesborough Country ClubMay 2018 to Aug 2018
- Kohl'sOct 2017 to May 2018
- Full Time EducationAug 2017 to May 2019
- Full Time EducationAug 2015 to Jun 2017
- UnemployedAug 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7797152
- Firm CRD
- 134139