Shayne Kayel Cooper

Employer firm

Fiduciary Financial Group, LLC CRD 285681

$1.12B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2020 → Present
  Fiduciary Financial Group, Llc
  San Rafael, CA
• 10/2019 → 07/2020
  Munc & Cooper Cpa's Llp
  Rohnert Park, CA
• 12/2018 → 10/2019
  Zeisler, Zeisler, Rawson & Johnson, Llp
  San Rafael, CA
• 06/2013 → 11/2018
  Dal Poggetto And Company, Llp
  Santa Rosa, CA
• 01/2021 → Present
  Cooper & Vogelheim Llp
  San Rafael, CA

Other Businesses

Cooper & Vogelheim LLP; Not investment-related; San Rafael, CA; Partner/Tax Manager; Start Date 01/2020; Approx. 160 hours per month, 0 hours during securities trading; tax compliance and consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-08

Other Names

• Shayne Cooper