Michael Cooper, CFP, ChFC & Sid Cooper - Morgan Stanley Team - New York, NY
Morgan Stanley
Michael Cooper, CFP, ChFC & Sid Cooper
at Morgan Stanley
590 Madison Avenue
11th Floor
New York, NY 10105
tel: (212) 315-6331
toll-free: (800) 468-0019
fax: (212) 307-2841

Sid Cooper & Michael Cooper, CFP, ChFC

Welcome

We are a father and son team with over 60 years of experience. Sid has been with Morgan Stanley* since 1960 and services some of the same clients today as he did when he began in the business. Michael has distinguished himself as a former Big 4 CPA, ChFC and a Certified Financial Planner Professional. In a field of over 1 million financial planners we are a team of only a handful that has this length of experience and holds such varied licenses and designations. We also understand the importance of family, and treat our clients with the respect and attention that a family member deserves. We are proud of the business that we have created. Our clients know and count on us for our honesty, excellence and results. To discuss your unique tax and financial situation, and how we can help you reach your goals, please contact us to arrange a discovery meeting.




Bulletin Board
  • As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help you achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.

  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

  • Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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