Joseph
Kopczynski

Universal Advisory Services

CRD#1437112
Investment Advisor
in Albuquerque, NM

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About this Advisor

Joseph Kopczynski is a certified financial planner and chartered financial consultant working out of Albuquerque, New Mexico, with 16 years in the industry. Kopczynski works at Universal Advisory Services. They have worked at Universal Advisory Services for all of their career. Kopczynski holds a Series 63 license, qualifying them as a securities representative, and is able to work in New Mexico. Universal Advisory Services is a firm that has its headquarters in Albuquerque, New Mexico. It has $318 million in total assets across its 770 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 770 customer accounts, 46% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules vary depending on which services are offered. However, fee types charged by Universal Advisory Services can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4906 Alameda, Ne
Albuquerque, NM 87113

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Universal Advisory Services Brokerage Details

Total Assets Under Management

$317,451,847

NM Average: $3,612,835,751
Total Number of Employees

5

NM Average: 18
Total Number of Accounts

770

NM Average: 517
Average Account Size

$412,275

NM Average: $6,988,077

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Joseph Kopczynski Work History

Joseph has 16 years of experience.

2004 - Present (17 years)

Universal Advisory Services

Disclosures

Joseph Kopczynski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Universal Advisory Services

Donald Mcdaniel
Albuquerque, NM
Jessica Ballesteros Mejia
Albuquerque, NM
Kirk Hudson
Albuquerque, NM
Joseph Kopczynski
Albuquerque, NM
Matthew Keller
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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