Carroll Marcus Cooper

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2018 → 10/2022
  Morgan Stanley
  Richmond, VA
• 03/2017 → 02/2018
  Independent Contractor
  Richmond, VA
• 07/2013 → 02/2017
  Ac Entertainment
  Knoxville, TN
• 04/2018 → 10/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2022 → Present
  Mercer Global Advisors Inc.
  Midlothian, VA

Previous Registrations

• 2018-04-26 → 2022-11-03
  Morgan Stanley
  Richmond, VA

Other Businesses

Patrick Henry School of Science and Arts; Investment related - No; Richmond, Virginia; Education; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 1; After business hours: 5; Administrative Firehouse Theater Board of Directors; Investment related No; Richmond, Virginia; Art/Culture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 5; Administrative Junior Achievement of Central Virginia; No; 1801 Libbie Ave Suite 203 Richmond VA 23226; Raise awareness and support of organization; Board of Directors; July 2018; 2; Junior Achievements mission is to inspire and prepare young people to succeed.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-26

Designations

• Certified Financial Planner

Other Names

• Carroll M Cooper