Marc
Coppotelli
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Marc Coppotelli is a financial advisor based in Charlotte, North Carolina, working with Tiaa-Cref Individual & Institutional Services, LLC. Marc has previously held positions at Sagepoint Financial, Inc, Lincoln Financial Securities Corporation, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Lpl Financial LLC, and Strategic Wealth Assurance Group. Marc has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Marc is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Charlotte, North Carolina. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marc Coppotelli Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Lpl Financial LLC
Lincoln Financial Securities Corporation
Strategic Wealth Assurance Group
Sagepoint Financial, Inc
Disclosures
Please visit the SEC profile of Marc Coppotelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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