Cooper Smith

Cooper Smith

Cooper Smith joined Capital Financial Advisors of New York, LLC. in June 2022 as a paraplanner.  Cooper has begun his pursuit of the CFP designation.

 

  • Graduate of St. Lawrence University with a B.A. in Government & Business in the Liberal Arts, Class of 2021. While attending St. Lawrence held these positions:          
    • Treasurer for the SLU Entrepreneurship Club
    • Member of the St. Lawrence Crown Royal Investment Club
  • Student-Affiliate of the National Association of Personal Financial Advisors (NAPFA).
  • Intern at Ballston Spa National Bank, holding roles in commercial and retail banking. 

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Fee-Only financial planning and investment advisory services are offered through Capital Financial Advisors of New York, LLC, a registered investment advisory firm located at 10 Maxwell Drive, Suite 104B, Clifton Park in the Capital District of Upstate New York.  The presence of this web site on the internet shall in no direct way be construed as a solicitation to offer such services to residents of any other states where not legally permitted. We are legally empowered to provide investment advisory services to residents of the state of New York and certain other states.

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