Natasha
Koprivica
Clearbrook Investment Consulting LLC
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About this Advisor
Natasha Koprivica is a financial advisor based in Providence, Rhode Island, working with Clearbrook Investment Consulting LLC. Natasha has previously held positions at Managed Account Services, LLC, Profor Securities, LLC, Fibonacci Capital Advisors LLC, Clearbrook LLC, The Weiller Value Fund, and Race Rock Capital LLC. Natasha has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Rhode Island. Currently, Natasha is part of Clearbrook Investment Consulting LLC, which operates out of Providence, Rhode Island. The firm has 12 employees and manages assets totaling $369.9 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Clearbrook Investment Consulting LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearbrook Investment Consulting LLC Brokerage Details
$369,922,726
12
57
$6,489,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Natasha Koprivica Work History
Profor Securities, LLC
Clearbrook LLC
Fibonacci Capital Advisors LLC
Managed Account Services, LLC
The Weiller Value Fund
Race Rock Capital LLC
Disclosures
Please visit the SEC profile of Natasha Koprivica 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 Clearbrook Investment Consulting LLC
Providence, RI
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