Unclaimed Profile

David M Kopyc

RETIREMENT PLANNING GROUP, LLC·MALTA, New York

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 66, Series 72, Series 99TOClean record18 years registeredRETIREMENT 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 · 18 years registered

Brand Profile

Not yet started

Career History

RETIREMENT PLANNING GROUP, LLC

Jul 2021 – present

PURSHE KAPLAN STERLING INVESTMENTS

Jan 2021 – present

ARBOR POINT ADVISORS

Sep 2020 – Jan 2021

MALTA, NY

SSN ADVISORY, INC.

Jan 2019 – Sep 2020

Malta, NY

AMERITAS INVESTMENT CORP

Oct 2008 – Dec 2018

SARATOGA SPRINGS, NY

IC ADVISORY SERVICES, INC.

Aug 2007 – Sep 2008

SARATOGA SPRINGS, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 66

Series 72

Series 99TO

Registration record

First registered · August 31, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT PLANNING GROUP, LLC

CRD 310647 · SEC 801-119537

AUM

$244M

Regulatory assets under management

Employees

1,399 client accounts

Services offered by RETIREMENT PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT PLANNING GROUP, LLC →

Introduction

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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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