Cooper Mcmillin Lane

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2010 → Present
  Morgan Stanley Smith Barney
  Fort Worth, TX

Other Businesses

*625273- Trinity River Royalties LLC; Investment related: Yes; Roanoke, Texas; Oil/Energy; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; Administrative *638318 - Rental Property; Investment related-Yes; Roanoke, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-31