Matthew Kopsky, financial advisor Clayton MO
53 score

Matthew Kopsky

CRD Number: 1843676
Current Firm: Hm Capital Management, LLC

Matthew Kopsky (CRD# 1843676) is an Investment Advisor Representative working at Hm Capital Management, LLC in Clayton, MO and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Hm Capital Management, LLC Clayton, MO Oct 2005 - Current 11
Kopsky Realty Venture Clayton, MO Jan 1997 - Jan 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Jan 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Civil Judgement
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Matthew E. Kopsky
Phone Number: 314-746-1700
Firm Website: http://www.hmcm.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,407
    MILLIONS
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $3,508,067
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MO, TX

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BADGES
53

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