Merrill
42yrs
Joseph Anderson
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Pennington, NJ 08534
Top advisor by experience in Pennington
New
Cooper Simon
Financial advisor at Merrill
Cooper Simon is a fiduciary financial advisor in Pennington, New Jersey, registered since Dec 2025. Cooper joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 626 advisors with offices in Pennington, and one of 622 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office1100-1800 American Blvd CI Client Services, Pennington, NJ 08534
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- Jan 2026 – nowMerrillCurrent firm
Contact Cooper
(800) 637-7455Firm headquarters in New York, NY. Ask for Cooper. 1100-1800 American Blvd CI Client ServicesPennington, NJ 08534Office · Get directions
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Questions to ask Cooper
Tailored to Cooper’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cooper
How do I contact Cooper?
Call Merrill at (800) 637-7455 and ask for Cooper Simon. Cooper works from the Pennington, NJ office.
How long has Cooper been a financial advisor?
Cooper is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Cooper hold?
Series 66. Tap any license on this page to see what it allows.
Is Cooper a fiduciary?
Cooper is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cooper paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cooper 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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