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Andrew William Regan

COPPICE ASSET MANAGEMENT, LLC·SYRACUSE, New York
Clean recordCOPPICE ASSET MANAGEMENT, LLC
101 S. SALINA ST., SYRACUSE, NY 13202CRD# 5594734Firm CRD# 147831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew William Regan · SYRACUSE, NY
Registration
CRD #5594734 · COPPICE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew William Regan is a registered financial advisor based in SYRACUSE, New York, affiliated with COPPICE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
COPPICE ASSET MANAGEMENT, LLC
COPPICE ASSET MANAGEMENT
AUM
$32M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at COPPICE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FEE ARE DIRECTLY DEBITED TO CLIENTS ACCOUNTS VIA THE CUSTODIAN
Regulatory
SEC/IARD CRD# 5594734
Firm CRD# 147831
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew William Regan offer?
Andrew William Regan specializes in Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are Andrew William Regan's credentials?
Andrew William Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew William Regan located?
Andrew William Regan is based in SYRACUSE, New York, working with COPPICE ASSET MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Andrew William Regan charge for services?
Andrew William Regan's firm is compensated through percentage of aum, other: fee are directly debited to clients accounts via the custodian. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPICE ASSET MANAGEMENT, LLC?
COPPICE ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $32M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at COPPICE ASSET MANAGEMENT, LLC

Michael H Friedl
SYRACUSE, NY

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