Anthony Marion Coppola
Investment adviser representative at Sachem Hill LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
Are you Anthony Marion Coppola? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Sachem Hill LLCMar 2020 to now
- Schoolcraft Capital LLCOct 2019 to now
- Tc Financial LLCMay 2019 to Oct 2019
- The Milestone Group, Inc.Jun 2005 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Sachem Hill LLC
$1.2BAssets managed
141Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5733228
- Firm CRD
- 174210