Scott Coopersmith Joins Commonwealth Financial Network in New City, New York
Veteran New York financial advisor Scott Coopersmith has joined Commonwealth Financial Network, continuing his independent practice in New City and serving clients across the Hudson Valley.
Filed by Winthrop & Co.
NEW CITY, NY — Winthrop & Co. is proud to formally announce that Scott Coopersmith has joined Commonwealth Financial Network, continuing his practice in New City and serving families across Rockland County and the greater Hudson Valley.
Scott brings decades of experience to the move. He spent the previous eleven years in the independent channel, most recently affiliated with American Portfolios, and before that built his career at MetLife, developing long-tenured planning relationships with families and professionals throughout the region. Joining Commonwealth pairs that practice with a firm consistently ranked at the top of the industry for advisor satisfaction, known for its service culture, technology, and genuinely advisor-first model.
Scott reached out to Winthrop & Co. to confidentially evaluate his options across the independent landscape, and after weighing the platforms available to a practice like his, chose Commonwealth. Winthrop & Co. worked with him from that first conversation through his first day, and as with every placement, the process was run quietly, on his timeline, and at no cost to him.
Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.
Filed
November 9, 2023