DFX Intelligence

Data Factory

RIA / WealthAdvisor16 years in industry

ANDREW COOPER

Advisor at CERITY PARTNERS LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c29b67ec-0743-aeba-d871-6886ffb597ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: May 24, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Andrew Cooper

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 5, 2010
First registration: May 24, 2012
Dual registered: no
IAPD individual key: 4286407

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Jul 5, 2023	n/a	yes	NEW YORK, NY\|NEW YORK, NY	Current employment
AJ WEALTH	Former SEC adviser	May 24, 2012	Aug 15, 2023	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AJ WEALTH	CERITY PARTNERS LLC	Aug 15, 2023	Jul 5, 2023	-41	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
161950:151559:NY:2023-08-15	Aug 15, 2023	Jul 5, 2023	NEW YORK, NY	Firm change after gap

Relationships

Registered with (2)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Jul 5, 2023 to presentfactForm ADV
→ AJ WEALTHRegistered adviserregistration: previous registration
May 24, 2012 to Aug 15, 2023factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Andrew Cooper left Aj Wealth for Cerity Partners Llc (registered 2023-07-05)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c29b67ec-0743-aeba-d871-6886ffb597ef
First observed: May 24, 2012
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANDREW COOPER

Advisor at CERITY PARTNERS LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c29b67ec-0743-aeba-d871-6886ffb597ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CERITY PARTNERS LLC

Independent wealth

Jul 5, 2023

n/a

yes

NEW YORK, NY|NEW YORK, NY

Current employment

AJ WEALTH

Former SEC adviser

May 24, 2012

Aug 15, 2023

NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AJ WEALTH

CERITY PARTNERS LLC

Aug 15, 2023

Jul 5, 2023

-41

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

161950:151559:NY:2023-08-15

Aug 15, 2023

Jul 5, 2023

NEW YORK, NY

Firm change after gap