Brandon Coppa
Brandon Coppa is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Venetia, PA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Venetia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon is involved with the finance committee of The Church of Jesus Christ, dedicating minimal time each week. He is also a board member and treasurer for Clean and Sober Humans Association, and an LLC member of Greater Pittsburgh Surgery LLC, both requiring minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Hefren-Tillotson, INC.Broker
Hefren-Tillotson, INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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