Allison Louise Copsey
Investment adviser representative at Titan
12 yearsExperience
2 statesRegistered in
$1.1BFirm assets
8 yearsFirm in business
Are you Allison Louise Copsey? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Titan Global Capital Management USA LLCOct 2025 to now
- Titan Global Capital Management, Inc.Oct 2025 to now
- Titan Global Technologies LLCOct 2025 to now
- TitanJan 2025 to now
- Titan Global Capital Management USA LLCJan 2025 to Sep 2025
- Titan Global Capital Management, Inc.Jan 2025 to Sep 2025
- Titan Global Technologies LLCJan 2025 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Jan 2025
- Bank of AmericaJun 2020 to Aug 2020
- Raymond JamesJan 2020 to Mar 2020
- University of GeorgiaAug 2017 to May 2021
- Greenville High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Titan
Legal name: Titan Global Capital Management USA LLC
$1.1BAssets managed
41,733Clients
9Advisers
8 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
- 7214306
- Firm CRD
- 290111