Nicholas Coppola, financial advisor Mountainside NJ

Nicholas Coppola

CRD Number: 2550955
Current Firm: Principal Asset Management

Nicholas Coppola (CRD# 2550955) is an Investment Advisor Representative working at Principal Asset Management in Mountainside, NJ and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Principal Funds Distributor, Inc. Downers Grove, IL Jan 2012 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Nicholas J. Coppola
Phone Number: 800-533-1390
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    279,108
    MILLIONS
  • Total Number of Accounts
    13,656
    ACCOUNTS
  • Average Account Value
    $20,438,525
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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