TC
TC

Timothy Copeck

3 Years of Experience
New York, NY
Broker

Timothy Copeck is a registered investment advisor, based in New York, NY, with 3 years of industry experience.

Location

New York, NY

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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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Employment History
Current Registrations
Nylife Distributors LLC
March 2026 - Present · 2 mos
New York Life Investment Management LLC
March 2026 - Present · 2 mos
Nylife Distributors LLCBroker
March 2026 - Present · 2 mos
Previous Registrations
Lord, Abbett & CO. LLC
September 2022 - March 2026 · 3 yrs 6 mos
Lord Abbett Distributor LLCBroker
August 2022 - March 2026 · 3 yrs 7 mos
State Registrations51 states
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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.
Timothy Copeck - Financial Advisor | TrueAdvisor