Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Thomas Cooper is a financial advisor with Cerity Partners LLC. Dylan has been in the financial services industry for over 18 years. Dylan holds a Series 7, Series 31 and Series 66 license. They have passed the SIE exam and holds the Certified Financial Planner designation. Prior to joining Cerity Partners LLC, Dylan was with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Dylan specializes in providing financial advice to individuals, corporations and other businesses, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/14/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
01/04/2021 - 03/01/2024
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
04/12/2007 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
09/13/2005 - 06/01/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dylan Cooper is the right advisor for you? Invested Better is here to help.
