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David M Kopyc

RETIREMENT PLANNING GROUP, LLC·MALTA, New York
Clean recordRETIREMENT PLANNING GROUP, LLC
2691 STATE ROUTE 9, MALTA, NY 12020CRD# 1065369Firm CRD# 310647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David M Kopyc · MALTA, NY
Registration
CRD #1065369 · RETIREMENT PLANNING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David M Kopyc is a registered financial advisor based in MALTA, New York, affiliated with RETIREMENT PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RETIREMENT PLANNING GROUP, LLC
RETIREMENT PLANNING GROUP, LLC
AUM
$244M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RETIREMENT PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1065369
Firm CRD# 310647
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David M Kopyc offer?
David M Kopyc specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MALTA, New York for a consultation.
What are David M Kopyc's credentials?
David M Kopyc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David M Kopyc located?
David M Kopyc is based in MALTA, New York, working with RETIREMENT PLANNING GROUP, LLC. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does David M Kopyc charge for services?
David M Kopyc's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT PLANNING GROUP, LLC?
RETIREMENT PLANNING GROUP, LLC has approximately 6 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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