David Kopyc
David Kopyc is a registered investment advisor at Retirement Planning Group, LLC, based in Malta, NY, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,043 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Location
2691 State Route 9, Malta, NY, 12020
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an Investment Advisor Representative and a Registered Representative, spending the majority of his time as an investment advisor. He also sells insurance and hosts a retirement planning radio show for a few hours per week.
Employment History
Current Registrations
Retirement Planning Group, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
The Investment Center, INC.Broker
Securities America, INC.Broker
Advantage Capital CorporationBroker
Robert Thomas Securities, INCBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
Nathan, Lewis & Grant, INC.Broker
Home Life Equity Sales CORP.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.