Nathan William Cope
Investment adviser representative at Oneseven
12 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- OnesevenJul 2025 to now
- Mgo One Seven d/b/a Dwt Wealth LLCJul 2025 to now
- Dwt Wealth LLCFeb 2025 to Jul 2025
- Dilauro Wracher & Thomas,Mar 2016 to Jul 2025
- The Wealth Advisory Group of Dilauro Wracher & ThomasMar 2016 to Jul 2025
- Raymond James Financial Services Advisors IncJul 2015 to Jul 2025
- Raymond James Financial Services, IncDec 2014 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 6113530
- Firm CRD
- 283087