Unclaimed Profile

Robert Michael Coppola

FDX ADVISORS, INC.·CHICAGO, Illinois

Clean recordFDX ADVISORS, INC.

ONE NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2240671Firm CRD# 104601

Profile Verification

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

Identity

Robert Michael Coppola · CHICAGO, IL

Registration

CRD #2240671 · FDX ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Michael Coppola is a registered financial advisor based in CHICAGO, Illinois, affiliated with FDX ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

FDX ADVISORS, INC.

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FDX ADVISORS, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2240671

Firm CRD# 104601

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Frequently Asked Questions

What services does Robert Michael Coppola offer?

Robert Michael Coppola specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Robert Michael Coppola's credentials?

Robert Michael Coppola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Michael Coppola located?

Robert Michael Coppola is based in CHICAGO, Illinois, working with FDX ADVISORS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Robert Michael Coppola charge for services?

Robert Michael Coppola's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FDX ADVISORS, INC.?

FDX ADVISORS, INC. has approximately 48 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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