Cooper James Smith
Investment adviser representative at First Manhattan Co. LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.1BFirm assets
Are you Cooper James Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- First Manhattan Co. LLCJul 2026 to now
- Carnegie Investment CounselJun 2025 to Jul 2026
- N/aJan 2025 to Jun 2025
- Capital Financial Advisors of New York, LLC.Jun 2022 to Jan 2025
- Self-employed Gig WorkerApr 2021 to Jun 2022
- St. Lawrence UniversityAug 2017 to Apr 2021
- Ballston Spa National BankJun 2017 to Aug 2019
- The Kids Club Inc.Sep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Manhattan Co. LLC
$38.1BAssets managed
6,294Clients
66Advisers
49 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
- 8109167
- Firm CRD
- 325281