Machoura
Akmalkhodjaeva

Copper Financial

CRD#6419187
Investment Advisor
in New York, NY

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About this Advisor

Machoura Akmalkhodjaeva is a financial advisor based in New York, New York, working with Copper Financial. Machoura has previously held positions at Scottrade, Homemaker, New York Life Insurance Co, Nylife Securities LLC, Copper Financial Network LLC, United Nations Federal Credit Union Advisors, and United Nations Federal Credit Union. Machoura has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Machoura is part of Copper Financial, which operates out of New York, New York. The firm has 29 offices and 56 employees. The firm manages assets totaling $306.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Two Un Plaza, 3Rd Floor (E. 44Th Street, Between 1St And 2Nd Avenue)
New York, NY 10017

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Copper Financial Brokerage Details

Total Assets Under Management

$306,448,486

NY Average: $2,243,162,756
Total Number of Employees

56

NY Average: 44
Total Number of Accounts

2,791

NY Average: 4,091
Average Account Size

$109,799

NY Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Machoura Akmalkhodjaeva Work History

2019 - Present (5 years)

Copper Financial Network LLC

2019 - 2022 (3 years)

United Nations Federal Credit Union Advisors

2019 - 2022 (3 years)

United Nations Federal Credit Union

2017 - 2019 (2 years)

New York Life Insurance Co

2017 - 2019 (2 years)

Nylife Securities LLC

2016 - 2017 (1 year)

Homemaker

2014 - 2016 (2 years)

Scottrade

2013 - 2014 (1 year)

Homemaker

Disclosures

Please visit the SEC profile of Machoura Akmalkhodjaeva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Copper Financial

Ian Cole
New York, NY
John James
Lenexa, KS
Joseph Yates
Kansas City, MO
Jeffrey Vineyard
Kansas City, MO
David Tuyo
Los Angeles, CA
Nicole Bartel
Lenexa, KS
Tyler White
Lenexa, KS
Siobhan Rudacille
Lenexa, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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