Andrey N Kolpakov

Motiv8 Investments LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching

Motiv8 Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,011 clients

Average Client Portfolio

$185K average

Assets Under Management

$187.1M

Fee Structure

Minimum Investment:$50K

Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Motiv8 Investments LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Bbva Securities INC.Broker

December 2017 - October 2021 · 3 yrs 10 mos

PNC Managed Account Solutions, INC.

December 2017 - October 2021 · 3 yrs 10 mos

J.P. Morgan Securities LLC

October 2016 - November 2017 · 1 yr 1 mo

J.P. Morgan Securities LLCBroker

October 2016 - November 2017 · 1 yr 1 mo

Edward Jones

March 2016 - July 2016 · 4 mos

Edward JonesBroker

December 2015 - July 2016 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.