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David Coppe

CADENT MANAGEMENT SERVICES, LLC·STAMFORD, Connecticut
Unclaimed Profile
4 HIGH RIDGE PARK, SUITE 303, STAMFORD, CT 06905CRD# 4428157Firm CRD# 157559
01

About

David Coppe is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CADENT MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CADENT MANAGEMENT SERVICES, LLC
CADENT ENERGY PARTNERS
AUM
$459M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CADENT MANAGEMENT SERVICES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4428157
Firm CRD# 157559
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Coppe offer?
David Coppe specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are David Coppe's credentials?
David Coppe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Coppe located?
David Coppe is based in STAMFORD, Connecticut, working with CADENT MANAGEMENT SERVICES, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does David Coppe charge for services?
David Coppe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CADENT MANAGEMENT SERVICES, LLC?
CADENT MANAGEMENT SERVICES, LLC has approximately 2 employees and manages $459M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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