Cooper C Woest

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-25
MD	RA	APPROVED	2026-08-12

Branch Locations

11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	02/2026	Present
Dulaney Swim Club Llc	Timonium	MD	05/2021	09/2024
Dulaney Swim Club Llc	Timonium	MD	05/2019	09/2020
Loyola University Md	Baltimore	MD	09/2021	05/2025
Dulaney High School	Cockeysville	MD	09/2017	05/2021
N/A	Timonium	MD	05/2025	02/2026
N/A	Timonium	MD	01/2016	09/2017

02/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
05/2021 → 09/2024

Dulaney Swim Club Llc

Timonium, MD
05/2019 → 09/2020

Dulaney Swim Club Llc

Timonium, MD
09/2021 → 05/2025

Loyola University Md

Baltimore, MD
09/2017 → 05/2021

Dulaney High School

Cockeysville, MD
05/2025 → 02/2026

N/A

Timonium, MD
01/2016 → 09/2017

N/A

Timonium, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-12