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Kevin Patrick Cope

C4M GLOBAL ADVISORS LLC·WASHINGTON D.C., District of Columbia
Series 7, Series 8, Series 24, Series 63, Series 65Clean record10 years registeredC4M GLOBAL ADVISORS LLC
816 CONNECTICUT AVE NW, WASHINGTON D.C., DC 20006CRD# 2171115Firm CRD# 326942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Cope · WASHINGTON D.C., DC
Registration
CRD #2171115 · C4M GLOBAL ADVISORS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

COPE CONNELLY
Apr 2022 – present
HUTCHINSON CAPITAL MANAGEMENT
Sep 2015 – Oct 2020
LARKSPUR, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 24
Series 63
Series 65
Registration record
First registered · September 30, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
C4M GLOBAL ADVISORS LLC
CRD 326942 · SEC 801-128181
AUM
$27M
Regulatory assets under management
Employees
4
1 client accounts
Services offered by C4M GLOBAL ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at C4M GLOBAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does Kevin Patrick Cope offer?
Kevin Patrick Cope specializes in Retirement Planning. Contact their office in WASHINGTON D.C., District of Columbia for a consultation.
What are Kevin Patrick Cope's credentials?
Kevin Patrick Cope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Cope located?
Kevin Patrick Cope is based in WASHINGTON D.C., District of Columbia, working with C4M GLOBAL ADVISORS LLC. Their office serves clients in the WASHINGTON D.C. metropolitan area and surrounding communities.
How does Kevin Patrick Cope charge for services?
Kevin Patrick Cope'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 C4M GLOBAL ADVISORS LLC?
C4M GLOBAL ADVISORS LLC has approximately 4 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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