Unclaimed Profile

Nicholas Andrew Coppola

POWER WEALTH MANAGEMENT LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 63, Series 86, Series 87CFAClean record8 years registeredPOWER WEALTH MANAGEMENT LLC

2400 LAKEVIEW PKWY, ALPHARETTA, GA 30009CRD# 4850142Firm CRD# 315101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Andrew Coppola · ALPHARETTA, GA

Registration

CRD #4850142 · POWER WEALTH MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POWER WEALTH MANAGEMENT LLC

POWER WEALTH MANAGEMENT

Jun 2023 – Jul 2026

ALPHARETTA, GA

MERCER GLOBAL ADVISORS INC.

Dec 2020 – Nov 2022

Atlanta, GA

KAYS FINANCIAL ADVISORY CORP

Mar 2018 – Jan 2021

Atlanta, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · March 5, 2018

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POWER WEALTH MANAGEMENT LLC

CRD 315101 · SEC 801-127940

AUM

$294M

Regulatory assets under management

Employees

476 client accounts

Services offered by POWER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POWER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Andrew Coppola offer?

Nicholas Andrew Coppola specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Nicholas Andrew Coppola's credentials?

Nicholas Andrew Coppola holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Andrew Coppola located?

Nicholas Andrew Coppola is based in ALPHARETTA, Georgia, last registered with POWER WEALTH MANAGEMENT LLC.

How does Nicholas Andrew Coppola charge for services?

Nicholas Andrew Coppola's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POWER WEALTH MANAGEMENT LLC?

POWER WEALTH MANAGEMENT LLC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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