David
Kopitz

Wells Fargo Clearing Services, LLC

CRD#2853157
Investment Advisor
in Los Angeles, CA
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About this Advisor

David Kopitz is a certified financial planner who works out of Los Angeles, California, with a total of 21 years of experience as a financial advisor. Kopitz is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, Kopitz has worked at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Kopitz holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Wells Fargo Clearing Services, LLC is an advisory firm based out of Los Angeles, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in assets under management among its 1,432,715 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the type of financial services. Fee types charged by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1999 Avenue Of The Stars Ste 2200
Los Angeles, CA 90067

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

David Kopitz Work History

David has 21 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

1997 - 2009 (12 years)

Citigroup Global Markets Inc

Disclosures

David Kopitz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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