Simon Kopel
Simon Kopel is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 40 years of industry experience. Simon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
350 E Las Olas Blvd 19th Fl, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2015Customer Dispute
August 2004Customer Dispute
May 2004Customer Dispute
November 2001Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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