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Christopher David Coppolo

Sound Income Strategies, LLC

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About Christopher David Coppolo

Christopher David Coppolo is a financial advisor who has been in the industry since January of 2008. Christopher is currently registered with the state of Connecticut as an investment advisor representative. Christopher previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Alps Distributors, Inc. Christopher is currently associated with Sound Income Strategies, LLC, a firm that provides financial planning and investment management services.

Firm Information

Christopher Coppolo is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Coppolo’s Registration & Firm History

FL

07/09/2024 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

CT

05/15/2019 - 08/22/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)

NY

03/08/2010 - 01/30/2012

ALPS DISTRIBUTORS, INC. (NEW YORK NY)

MA

01/18/2008 - 03/05/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)

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Licenses & Designations

BOTH

Issued 06/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Christopher David Coppolo. Review regulatory record here.
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