Kenneth Copans is a registered investment advisor, based in New Windsor, NY, with 24 years of industry experience.
Location
484 Temple Hill Road, Suite 106, New Windsor, NY, 12553
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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
Kenneth is a registered representative and CPA-office manager at B. Riley Wealth Tax Services, dedicating full-time hours to investment and financial planning. He is also a fixed insurance agent with B. Riley Wealth Insurance, spending minimal time on this activity, and a notary, spending minimal time on this activity.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations19 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.