COOPER/HAIMS ADVISORS, LLC
CRD #124122 SEC #801-61599 VICTOR, NY 585-248-6400
SEC Registered
Total AUM
$939.2M
Discretionary
$939.2M
Employees
18
Clients
--
Accounts
1,501
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, T. | I | CEO/ CFO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, THOMAS | I | CEO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, THOMAS | I | DIVISION MANAGER | NA | |
| BENTLEY, RICHARD, THOMAS | I | CEO/ DIVISION MANAGER - (10/2019) | NA | |
| BENTLEY, RICHARD, THOMAS | I | DIVISION MANAGER | NA | |
| BENTLEY, RICHARD, THOMAS | I | DIVISION MANAGER | NA | |
| BENTLEY, RICHARD, THOMAS | I | DIVISION MANAGER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONAHOE, JOELLE, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER / CHIEF COMPLIANCE OFFICER (01/2018) | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| HAIMS, JARED | I | CHIEF MARKETING OFFICER | NA | |
| JONES, DANIEL, NORRIS | I | MANAGING DIRECTOR | NA | |
| JONES, DANIEL, NORRIS | I | MANAGING DIRECTOR | NA | |
| LAPRETA, JOYCE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAPRETA, JOYCE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAPRETA, JOYCE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAPRETA, JOYCE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAPRETA, JOYCE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| ROES, BRIAN, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | |
| SWEEZY, TOBEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ESL INVESTMENT SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| BENTLEY, RICHARD, T. | I | CO-MANAGING MEMBER | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| COOPER-HAIMS, CAROLE | I | VICE PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, HOWARD, J | I | MEMBER | C | Control |
| HAIMS, HOWARD, J | I | PRESIDENT | C | Control |
| HAIMS, HOWARD, J | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (1/2018) | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (1/2018) | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (1/2018) | C | Control |
| HAIMS, JARED | I | CO- MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (1/2018) | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, P. | I | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| YAWMAN, ROBERT, PHILIP | I | MEMBER | C | Control |
| YAWMAN, ROBERT, PHILIP | I | MEMBER - CHIEF COMPLIANCE OFFICER | C | Control |
| YAWMAN, ROBERT, PHILIP | I | SECRETARY | C | Control |
| YAWMAN, ROBERT, PHILIP | I | VICE PRESIDENT | C | Control |
| ROES, BRIAN, SCOTT | I | CO-MANAGING MEMBER | B | Control |
| ROES, BRIAN, SCOTT | I | CO-MANAGING MEMBER | B | Control |
| ROES, BRIAN, SCOTT | I | CO-MANAGING MEMBER | B | Control |
| ROES, BRIAN, SCOTT | I | CO-MANAGING MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
| ESL FEDERAL CREDIT UNION | DE | ESL INVESTMENT SERVICES, LLC | E | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (16)
AR AZ CA DC FL GA IL MA MD NC NY PA SC TN TX VA
Address
50 SQUARE DRIVESUITE 210
VICTOR, NY 14564
United States
Phone: 585-248-6400