Steven Elliot Cooper

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

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

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-05-02
TX	RA	APPROVED	2022-03-03
DE	RA	APPROVED	2019-06-19

Branch Locations

20 Montchanin Road Suite 120, Greenville, DE 19807 • United States

12001 Old Vine Blvd. Unit #106, Lewes, DE 19958 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rehoboth Beach	DE	04/2009	06/2019
Bank Of America,N.A.	Rehoboth Beach	DE	06/2011	06/2019
Janney Montgomery Scott Llc	Lewes	DE	06/2019	Present
Janney Montgomery Scott Lla	Danvers	MA	02/2025	Present

04/2009 → 06/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rehoboth Beach, DE
06/2011 → 06/2019

Bank Of America,N.A.

Rehoboth Beach, DE
06/2019 → Present

Janney Montgomery Scott Llc

Lewes, DE
02/2025 → Present

Janney Montgomery Scott Lla

Danvers, MA

2009-04-30 → 2019-06-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rehoboth Beach, DE
2007-04-02 → 2009-05-01

Morgan Stanley & Co. Llc

Lewes, DE
2001-03-09 → 2007-04-02

Morgan Stanley Dw Inc.

Lewes, DE

Lewes, DE

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-10-11

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