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Dominic Bruce Cooper

Investment adviser representative at United Advisors America
11 yearsExperience
8 statesRegistered in
$446.5MFirm assets
7 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 assets

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.

  1. United Advisors AmericaAug 2025 to now
  2. Alliance AmericaJul 2025 to now
  3. VisanotaryJul 2025 to now
  4. UnemployedDec 2024 to Jul 2025
  5. Rally HouseAug 2024 to Oct 2024
  6. New BalanceJun 2022 to Dec 2024
  7. UnemployedJul 2015 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 8 states (AL, AR, GA, KS, NC, TX, VA, WI).

United Advisors America

Legal name: United Advisors America Corporation

$446.5MAssets managed
2,809Clients
21Advisers
7 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
8144910
Firm CRD
147350
Advisor's SEC record (opens in a new tab)
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