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Ian Douglas Cookson

Capstone Partners

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About Ian Douglas Cookson

Ian Douglas Cookson is a registered representative with Capstone Partners. Ian has been in the industry since 2002. Ian is licensed in Massachusetts. Ian has Series 62, 63, 79TO, 99TO, and 24 licenses. Ian's previous employers include Headwaters BD, LLC and Grant Thornton Corporate Finance, LLC.

Firm Information

Ian Cookson is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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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Ian Cookson’s Registration & Firm History

MA

05/09/2018 - Present

Capstone Partners (Hamilton MA)

CO

01/14/2014 - 11/04/2018

HEADWATERS BD, LLC (DENVER CO)

MA

09/13/2002 - 01/10/2014

GRANT THORNTON CORPORATE FINANCE, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 07/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2002

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Douglas Cookson.
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