Adam Michael Cooley

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

• 08/2014 → 05/2019
  The University Of Arizona
  Tucson, AZ
• 12/2015 → 04/2017
  Claim Jumper Restaurant
  Tucson, AZ
• 05/2017 → 08/2019
  Cheddars Scratch Kitchen
  Tucson, AZ
• 08/2019 → 06/2020
  Axa Advisors Llc
  Los Angeles, CA
• 08/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. OUTSIDE FIXED BUSINESS. 2. Director of Coopperr Investment Team Inc., S-Corp used to manage Airbnb rental, Located at: 110 E Oxford Dr, Tempe, AZ 85283, 5 hours per month. 3. Partner at Cooper Investments Team LLC. Located at: 1501 E Mission Lane, Phoenix, AZ 85020. LLC used for Airbnb management. 4. Partner at A&P Investment Team LLC. 1501 E Mission Lane, Phoenix, AZ 85020. LLC used for flipping houses. 5. Owner and Partner of K & D Real Estate Company, used for flipping houses.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20

Other Names

• Adam Cooley