David KopsCRD Number: 6256076
Current Firm: Strategic Advisers, Inc.
David Kops (CRD# 6256076) is an Investment Advisor Representative working at Strategic Advisers, Inc. in New Haven, CT and has over 2 years of experience in the finance industry.
Sagepoint Financial, Inc.
Halsey Associates Inc.
Kanner Financial Services LLC
|Fidelity Brokerage Services LLC||New Haven, CT||Feb 2015 - Current||1|
|Edward Jones||St. Louis, MO||Oct 2013 - Feb 2015||1|
|Sears Holdings Corporation||Milford, CT||Jan 2013 - Oct 2013||< 1|
|Full-time Student||Groton, CT||Aug 2011 - Jan 2013||1|
|Sleepy's, LLC||Groton, CT||Apr 2008 - Aug 2011||3|
|Radioshack Corporation||Groton, CT||Sep 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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