Unclaimed Profile

Kasey Lee Wopperer

GENERATION CAPITAL MANAGEMENT LLC·PITTSFORD, New York

Series 65Clean record4 years registeredGENERATION CAPITAL MANAGEMENT LLC

1163 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534CRD# 5306282Firm CRD# 128523

Profile Verification

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

Identity

Kasey Lee Wopperer · PITTSFORD, NY

Registration

CRD #5306282 · GENERATION CAPITAL MANAGEMENT LLC · 4 years registered

Brand Profile

Not yet started

Career History

ONESEVEN

Jul 2022 – present

GENERATION CAPITAL MANAGEMENT LLC

Oct 2021 – May 2022

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 22, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENERATION CAPITAL MANAGEMENT LLC

CRD 128523 · SEC 801-70216

AUM

$917M

Regulatory assets under management

Employees

323 client accounts

Services offered by GENERATION CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GENERATION CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kasey Lee Wopperer offer?

Kasey Lee Wopperer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.

What are Kasey Lee Wopperer's credentials?

Kasey Lee Wopperer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kasey Lee Wopperer located?

Kasey Lee Wopperer is based in PITTSFORD, New York, working with GENERATION CAPITAL MANAGEMENT LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Kasey Lee Wopperer charge for services?

Kasey Lee Wopperer'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 GENERATION CAPITAL MANAGEMENT LLC?

GENERATION CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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