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Angelo Coppolino

27 Years of Experience
Franklin Lakes, NJ
1 DisclosureBrokerSells Insurance

Angelo Coppolino is a registered investment advisor, based in Franklin Lakes, NJ, with 27 years of industry experience.

Location

601 Old Forge Lane, Franklin Lakes, NJ, 07417

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History

Regulatory History (1)
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Regulatory
May 1999
Final
Other Business ActivitiesSells Insurance

Angelo is a referring advisor for MS Investment Partners, LLC, dealing with fixed and disability insurance, dedicating a few hours per week. He also works as a CPA at Moore Stephens, P.C. since 1974.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2006 - October 2019 · 13 yrs 7 mos
1st Global Capital CORP.Broker
December 1998 - October 2019 · 20 yrs 10 mos
State Registrations3 states
NJOHVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Angelo Coppolino - Financial Advisor | TrueAdvisor