Cooper Swift
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Morzine Avoriaz Hockey ClubSep 2025 to Apr 2026
- UnemployedJun 2025 to Aug 2025
- Lynch's FurnitureSep 2024 to Jun 2026
- IpzusaJun 2024 to Aug 2024
- Lynch's FurnitureSep 2023 to May 2024
- Iph HockeyJun 2023 to Aug 2023
- Lynch's FurnitureSep 2022 to May 2023
- Iph HockeyJun 2022 to Aug 2022
- Lynch's FurnitureSep 2021 to May 2022
- Iph HockeyJun 2021 to Aug 2021
- UnemployedSep 2019 to May 2021
- Wampanoag Country ClubJun 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Wampanoag Country ClubJun 2018 to Aug 2018
- UnemployedApr 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
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
- 8305012
- Firm CRD
- 104555