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Adam Anthony Waitkevich

COPPERTREE?, LLC·WORCESTER, Massachusetts
Unclaimed Profile
ONE KELLEY SQUARE, WORCESTER, MA 01610CRD# 4735172Firm CRD# 175222
01

About

Adam Anthony Waitkevich is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with COPPERTREE?, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COPPERTREE?, LLC
COPPERTREE?, LLC
AUM
$212M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COPPERTREE?, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4735172
Firm CRD# 175222
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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