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Ryan Paul Coppola

Investment adviser representative at Courier Capital, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Courier Capital, LLCJun 2022 to now
  2. CitigroupJun 2021 to Aug 2021
  3. State University of New York At BuffaloAug 2018 to Jun 2022
  4. Arlington High SchoolSep 2014 to Jun 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Courier Capital, LLC

$3.6BAssets managed
2,212Clients
14Advisers
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
8118223
Firm CRD
282485
Advisor's SEC record (opens in a new tab)
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