Cooper Day Fairbanks
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Mutual Advisors, LLC.Jul 2026 to now
- Fidelity InvestmentsDec 2023 to Jun 2026
- UnemployedAug 2023 to Dec 2023
- Alumni VenturesSep 2022 to Aug 2023
- Apptopia, Inc.Oct 2021 to Jun 2022
- Neuroleadership InstituteMay 2021 to Sep 2021
- Nantucket Meat and Fish MarketMay 2020 to Aug 2020
- Boston Burger CompanyJun 2019 to Aug 2019
- ST. Lawrence UniversityAug 2018 to May 2021
- UnemployedApr 2018 to Aug 2018
- Park Hyatt Beaver Creek Resort & SPAJan 2018 to Apr 2018
- University of Massachusetts LowellAug 2017 to Dec 2017
- Connecticut Roofing RepsJun 2017 to Aug 2017
- Kent SchoolAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
Mutual Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7843748
- 167658