Darin
Pope

United Advisors

CRD#1894306
Investment Advisor
in New York, NY
Are you Darin Pope? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Darin Pope is a certified financial planner in New York, New York. Currently an investment advisor with United Advisors, Pope has 13 years of practice in the financial advisory industry. Pope maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Pope can act as a financial advisor based out of Florida, Texas, Rhode Island, New Jersey and Ohio. Their career trajectory has included roles at United Atlantic Advisors, LLC, Mutual Service Corporation and Securities America Inc. United Advisors is based out of New York, New York, and operates out of five other offices across the nation. As a company, United Advisors oversees $153 million in assets dispersed across 1,234 client accounts and employs 12 staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the country. The firm manages 867 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 1,234 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. United Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

40 Wall St Fl 17
New York, NY 10005-1366

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Advisors Brokerage Details

Total Assets Under Management

$63,858,000

NY Average: $2,106,341,625
Total Number of Employees

5

NY Average: 34
Total Number of Accounts

512

NY Average: 1,972
Average Account Size

$124,723

NY Average: $1,068,125

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Darin Pope Work History

Darin has 13 years of experience.

2009 - Present (10 years)

Securities America Inc

2005 - Present (14 years)

United Atlantic Advisors, LLC

2008 - 2009 (1 year)

Mutual Service Corporation

Disclosures

Darin Pope has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started