Unclaimed Profile

Adam Anthony Waitkevich

COPPERTREE?, LLC·WORCESTER, Massachusetts

SIE, Series 7, Series 31, Series 63, Series 65Clean record18 years registeredCOPPERTREE?, LLC

ONE KELLEY SQUARE, WORCESTER, MA 01610CRD# 4735172Firm CRD# 175222

Profile Verification

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

Identity

Adam Anthony Waitkevich · WORCESTER, MA

Registration

CRD #4735172 · COPPERTREE?, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CONCORD WEALTH PARTNERS

Oct 2021 – present

COPPERTREE®, LLC

May 2015 – Dec 2021

WORCESTER, MA

TRIAD ADVISORS, INC.

Aug 2011 – Dec 2015

Westborough, MA

SMITH WB FINANCIAL GROUP

Nov 2010 – Aug 2011

GRAFTON, MA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Feb 2010

WORCESTER, MA

MORGAN STANLEY & CO. INCORPORATED

Oct 2007 – Jun 2009

WORCESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · October 5, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPERTREE?, LLC

CRD 175222 · SEC 801-83167

AUM

$212M

Regulatory assets under management

Employees

731 client accounts

Services offered by COPPERTREE?, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COPPERTREE?, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Anthony Waitkevich offer?

Adam Anthony Waitkevich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are Adam Anthony Waitkevich's credentials?

Adam Anthony Waitkevich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Anthony Waitkevich located?

Adam Anthony Waitkevich is based in WORCESTER, Massachusetts, working with COPPERTREE?, LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.

How does Adam Anthony Waitkevich charge for services?

Adam Anthony Waitkevich'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 COPPERTREE?, LLC?

COPPERTREE?, LLC has approximately 4 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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