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Robert Michael Coppola

FDX ADVISORS, INC.·CHICAGO, Illinois
Unclaimed Profile
ONE NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2240671Firm CRD# 104601
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FDX ADVISORS, INC.
FDX ADVISORS, INC.
AUM
$2.3B
Regulatory assets under management
Employees
48
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2240671
Firm CRD# 104601
No disclosures on file
View on FINRA BrokerCheck →

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05

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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