Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
13yrs
Mitchell Cooper
Full name on record: Mitchell Robert Cooper
Financial advisor at UBS Financial Services
Mitchell Cooper is a fiduciary financial advisor in Bethesda, Maryland, with 13 years in the industry. After two years at Morgan Stanley, Mitchell joined UBS Financial Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office7272 Wisconsin Avenue 23rd Floor, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowUBS Financial Services Inc.Current firm
- 2013 – 2016Morgan StanleyPreviously
Contact Mitchell
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Mitchell. 7272 Wisconsin Avenue 23rd FloorBethesda, MD 20814Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call UBS Financial Services at (201) 352-3000 and ask for Mitchell Cooper. Mitchell works from the Bethesda, MD office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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