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Michael Kopecky

12 Years of Experience
West Palm Beach, FL
BrokerSells Insurance

Michael Kopecky is a registered investment advisor at Bny Mellon Securities Corporation, based in West Palm Beach, FL, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

777 S. Flagler Drive, Suite 1810, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an employee of Dreyfus Service Organization (DSO), an affiliated insurance agency, since May 2018.

Employment History
Current Registrations
Bny Mellon Securities Corporation
August 2017 - Present · 8 yrs 9 mos
Bny Mellon Securities CorporationBroker
March 2014 - Present · 12 yrs 2 mos
Bny Mellon Securities Corporation
March 2014 - Present · 12 yrs 2 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.