TrueAdvisor
TrueAdvisor
BK
BK

Brendan Kyle Kopich

Federated Investment Counseling
1 Year of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Federated Investment Counseling
Compensation
Fee-Only (AUM)
Firm Size
241 advisors
Number of Clients
8,578 clients
Average Client Portfolio
$23.3M average
Assets Under Management
$199.6B

Fee Structure

Financial Planning:Investment management only

Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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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.

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Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
June 2024 - Present · 1 yr 8 mos
Federated Global Investment Management CORP.
June 2024 - Present · 1 yr 8 mos
Federated Investment Counseling
June 2024 - Present · 1 yr 8 mos
Federated Securities CORP.
May 2024 - Present · 1 yr 9 mos
Federated Securities CORP.Broker
April 2024 - Present · 1 yr 10 mos
Federated Securities CORP.
April 2024 - Present · 1 yr 10 mos
State Registrations47 states
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Exams
No exam information available for this advisor.