Steven Coppola
Steven Coppola is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is affiliated with Private Advisor Group, Coppola Wealth Management, and Spencer Louis Wealth Management for investment advisory services. He also invests in and rents real estate, manages Coppola Holdings LLC for tax/investment purposes, and provides tax preparation/accounting services, dedicating minimal time to each of these activities. Steven is also an agent for non-variable insurance.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations11 states
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