David Kopij, financial advisor Bainbridge Island WA

David Kopij

CRD Number: 4062975
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Kopij (CRD# 4062975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bainbridge Island, WA and has over 21 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a Bainbridge Island, WA Apr 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island, WA Mar 2019 - Current 2
Pacific Life Insurance Company Aliso Viejo, CA Jul 2015 - Mar 2019 3
Pacific Select Distributors, LLC Newport Beach, CA Jul 2015 - Mar 2019 3
Unemployed Edmonds, WA Oct 2014 - Jul 2015 < 1
Transamerica Capital Inc. Denver, CO Jun 2014 - Oct 2014 < 1
Merrill Lynch Jacksonville, FL Jun 2010 - Jun 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for David Kopij
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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