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Cristian Coppola

3 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Cristian Coppola is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 3 years of industry experience. Cristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1900 Glades Rd Ste 354, Boca Raton, FL, 33431

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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

Cristian works as an administrative associate for Feller Financial Services, spending full-time hours helping with paperwork, leads, and meeting organization. Cristian also works as an insurance agent selling fixed insurance products with various companies, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Cetera Wealth Services, LLC
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
FL
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.
Cristian Coppola - Financial Advisor | TrueAdvisor