Nicholas Kopff (CRD# 7260035) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 3 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mpwm Advisory Solutions | Albany, NY | Sep 2023 - Current | < 1 |
| Lpl Financial, LLC | Albany, NY | Feb 2021 - Current | 3 |
| Wealthone LLC | Albany, NY | Feb 2021 - Sep 2023 | 2 |
| Olivetree Financial, LLC | New York, NY | May 2020 - Nov 2020 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2016 - May 2020 | 3 |
| Olivetree Financial, LLC | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Ridgewood Country Club | Ridgewood, NJ | Jun 2018 - Aug 2018 | < 1 |
| Camp Towanda | Honesdale, PA | Jun 2017 - Aug 2017 | < 1 |
| Valley Cats | Troy, NY | Jun 2014 - Jun 2016 | 2 |
| Guilderland High School | Guilderland, NY | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- NY
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Total Assets Under Management316MILLIONS
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Total Number of Accounts779ACCOUNTS
-
Average Account Value$405,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, LA, NC, NH, NJ, NY, SC, TN, TX, WA
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