Ashley Kopacki (CRD# 6510840) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hsbc Securities Usa Inc. | Canary Wharf, | Jul 2021 - Current | 2 |
| Hsbc Securities Usa Inc. | Canary Wharf, | May 2020 - Jul 2021 | 1 |
| Hsbc Securities Usa Inc. | New York, NY | Sep 2017 - May 2020 | 2 |
| Ehrenkranz Partners, LLP | New York, NY | Apr 2016 - Sep 2017 | 1 |
| First Republic Investment Management, Inc. | New York, NY | Nov 2015 - Apr 2016 | < 1 |
| First Republic Securities Company, LLC | New York, NY | Jun 2015 - Apr 2016 | < 1 |
| First Republic Bank | New York, NY | Jul 2014 - Apr 2016 | 1 |
| Quinnipiac University | Hamden, CT | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- NJ
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Total Assets Under Management3,020MILLIONS
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Total Number of Accounts12,389ACCOUNTS
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Average Account Value$243,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Other
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, VI, VT, WA, WI, WV, WY
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