Kurt Colopy (CRD# 7574278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewis Center, OH and has 1 year of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lewis Center, OH | Sep 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lewis Center, OH | Jan 2021 - Current | 3 |
| Elytus Ltd | Columbus, OH | Aug 2017 - Jan 2021 | 3 |
| Gallows Tap Room | Columbus, OH | Feb 2016 - Aug 2017 | 1 |
| Amc Movie Theater | Dublin, OH | Jan 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- OH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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