Bryan Koppel, financial advisor San Francisco CA

Bryan Koppel

CRD Number: 6658211
Current Firm: Ameritas Advisory Services

Bryan Koppel (CRD# 6658211) is an Investment Advisor Representative working at Ameritas Advisory Services in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Canvas Financial San Francisco, CA Aug 2018 - Current 3
Ameritas Investment Corp Lincoln, NE Aug 2017 - Current 4
Boom Planning San Francisco, CA Aug 2017 - Current 4
20/20 Financial Advisers, San Francisco San Francisco, CA Aug 2017 - Dec 2018 1
Paulson Investment Company LLC Chicago, IL May 2016 - Jul 2017 1
Body Kinetics San Rafael, CA May 2015 - Nov 2016 1
California State University-eastbay Hayward, CA Jan 2011 - Jun 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2018
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Bryan S. Koppel
Phone Number: 800-335-9858
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    7,769
    MILLIONS
  • Total Number of Accounts
    27,982
    ACCOUNTS
  • Average Account Value
    $277,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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