Antonio Coppola, financial advisor Poughkeepsie NY

Antonio Coppola

CRD Number: 1380215
Current Firm: Morgan Stanley

Antonio Coppola (CRD# 1380215) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has over 24 years of experience in the finance industry.

Similar Advisors
Luke Adams, financial advisor Poughkeepsie NY
Luke Adams
CRD# 7025158
Oppenheimer & Company Inc.
Similar Advisors
Reisa Adato, financial advisor Poughkeepsie NY
Reisa S. Adato
CRD# 5619407
Edward Jones
Similar Advisors
Kashif Ali, financial advisor Poughkeepsie NY
Kashif A. Ali
CRD# 5727035
J.p. Morgan Securities LLC
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jan 2023 - Current 1
Morgan Stanley Smith Barney LLC Poughkeepsie, NY Nov 2022 - Current 1
Wells Fargo Advisors Financial Network, LLC Poughkeepsie, NY Jul 2022 - Nov 2022 < 1
Wells Fargo Clearing Services, LLC Poughkeepsie, NY Nov 2016 - Jul 2022 5
Wells Fargo Advisors LLC Poughkeepsie, NY May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Antonio G. Coppola
Phone Number: 914-225-5510
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Antonio Coppola and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.