David KopijCRD 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.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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