# COOPER FINANCIAL SERVICES, INC.

COOPER FINANCIAL SERVICES, INC. of SHELTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 104671
- Type: SEC-registered investment adviser
- SEC file number: 801-24288
- Location: 1000 BRIDGEPORT AVENUE, SUITE 308, SHELTON, CT, 06484
- Phone: 203-248-1972
- Latest filing: 2026-05-26
- Regulatory AUM: $184.1M
- Discretionary AUM: $184.1M
- Clients: 3
- Accounts: 1,576

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Michael James Butler | CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER/ SHAREHOLDER/CHAIRMAN | — |
| Steven Gregory Butler | VICE PRESIDENT | — |
| COOPER MELVIN | DIRECTOR/ PRESIDENT | — |
| COOPER LAWRENCE SCOTT | ACCOUNT EXECUTIVE; CHAIRMAN / CEO; CHAIRMAN / CEO / CCO (+2 more) | — |
| COOPER SUSAN LYNN | PRESIDENT; SECRETARY; SECRETARY; FROM FEB 2010 : PRESIDENT | — |
| COOPER ZELDA MOLAVER | NONE | — |
| LAZAROFF SUSAN LYNN | SECRETARY | — |
| BUTLER MICHAEL JAMES | CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER/ SHAREHOLDER/CHAIRMAN; CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |
| Cooper Hope Janet | EXECUTRIX | — |
| Butler Steven Gregory | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104671/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104671/similar
- Related entities: https://search.stillhousedata.com/firm/104671/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104671

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.