William Edmund Cooper

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → 12/2017
  Cooper & Company
  Burlington, MA
• 03/2011 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2002-04-25 → 2003-06-02
  The Advisors Group, Inc.
  Rockland, MA

Other Businesses

10/01/1998, CPA/Accountant/Shareholder, WALTER & SHUFFAIN, PC, ONE INTERNATIONAL PLACE, SUITE 1010, BOSTON, MA 02110, 160 HOURS/month, $300,000 annual comp; 11/02/2020, BROKER SERVICE MARKETING, GENERAL AGENCY, TERM LIFE, LONG TERM CARE, DI, HEALTH, UL, WHOLE, $0 approximate comp; ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON FAMILY MEMBER, ACCOUNTANT, NO Equitable CLIENTS, NOT AGENT OF RECORD ON ANYTHING HELD IN THE TRUST, NO POWER OF ATTORNEY TO AFFECT TRADES, $0 comp, ATTORNEY TO AFFECT TRADES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-07
• S66 Uniform Combined State Law Examination
  2001-06-07

Other Names

• Bill Cooper