Natasha Koprivica (CRD# 3053766) is an Investment Advisor Representative working at Clearbrook Investment Consulting LLC in Providence, RI and has over 10 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Profor Securities, LLC | Rye Brook, NY | Jan 2020 - Current | 4 |
| Clearbrook LLC | Stamford, CT | Dec 2015 - Current | 8 |
| Fibonacci Capital Advisors LLC | Boston, MA | Aug 2013 - Current | 10 |
| Managed Account Services, LLC | Malvern, PA | Jun 2015 - Oct 2019 | 4 |
| Race Rock Capital LLC | Boston, MA | Mar 2013 - Jun 2015 | 2 |
| The Weiller Value Fund | Sarasota, FL | May 2014 - May 2015 | 1 |
| Venus Capital Management | Boston, MA | Aug 1998 - May 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2013 |
- RI
-
Total Assets Under Management370MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$6,489,872
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, MA, RI, TX
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