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Cody Shoop

Sulzberger Capital Advisors, Inc.

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About Cody Shoop

Cody Shoop is an Investment Advisor Representative at Sulzberger Capital Advisors, Inc. in Miami, Florida. Cody is a registered Investment Advisor in Florida. Cody specializes in financial planning, pension consulting and portfolio management for individuals.

Firm Information

Cody Shoop is currently registered with Sulzberger Capital Advisors, Inc.. Sulzberger Capital Advisors, Inc. is an investment advisor with over $106 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. The firm has 2 investment advisor representatives and is located in New York, NY.

$106.31M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Cody Shoop’s Registration & Firm History

FL

03/07/2024 - Present

Sulzberger Capital Advisors, Inc. (MIAMI FL)

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Licenses & Designations

IA

Issued 03/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody Shoop.
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