AdvisorOS Directory
Claim Profile
JC

James Michael Copell

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.·HASBROUCK HEIGHTS, New Jersey
Unclaimed Profile
500 ROUTE 17, HASBROUCK HEIGHTS, NJ 07604CRD# 6385243Firm CRD# 110240
01

About

James Michael Copell is a registered financial advisor based in HASBROUCK HEIGHTS, New Jersey, affiliated with TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.
TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC. →
Services
Other
04

Background

Compensation
Other: NO FEE ARRANGEMENTS AT THIS TIME
Regulatory
SEC/IARD CRD# 6385243
Firm CRD# 110240
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HASBROUCK HEIGHTS?

Browse all registered financial advisors in HASBROUCK HEIGHTS, New Jersey or claim this profile if it's yours.

Browse HASBROUCK HEIGHTS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Michael Copell offer?
James Michael Copell is a registered financial advisor in HASBROUCK HEIGHTS, New Jersey. Contact their office for details on services offered.
What are James Michael Copell's credentials?
James Michael Copell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Copell located?
James Michael Copell is based in HASBROUCK HEIGHTS, New Jersey, working with TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.. Their office serves clients in the HASBROUCK HEIGHTS metropolitan area and surrounding communities.
How does James Michael Copell charge for services?
James Michael Copell's firm is compensated through other: no fee arrangements at this time. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.?
TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HASBROUCK HEIGHTS
James Peter Trozze — TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile