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Cooney Financial Advisors Inc CRD 123075
$44.2M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Eves Drive Suite 111, Marlton, NJ 08053-3129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-24 |
| NJ | RA | APPROVED | 2014-10-28 |
| PA | RA | APPROVED | 2014-10-10 |
Branch Locations
1 Eves Drive Suite 111, Marlton, NJ 08053-3129 • United States
63 Putnam St , Suite 202, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooney Financial Advisors, Inc | Marlton | NJ | 04/2008 | Present |
| Rosenberg, Smith, Cooney & Migliore Pc | Marlton | NJ | 01/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-10 |
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