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Cooper Morgan Engelman

Intrepid Investment Bankers LLC

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About Cooper Morgan Engelman

Cooper Engelman is a registered representative with Intrepid Investment Bankers LLC, a firm with offices in Los Angeles, CA. Cooper is a graduate of the University of California at Los Angeles. Cooper is committed to providing clients with tailored financial guidance that helps them achieve their goals. Cooper is passionate about helping clients understand and achieve their financial goals. Cooper is also a member of the Los Angeles Chamber of Commerce. Cooper Engelman is registered in California and has been active in the industry since 2024.

Firm Information

Cooper Engelman is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Cooper Engelman’s Registration & Firm History

CA

02/20/2024 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cooper Morgan Engelman.
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