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Douglas Charles Coppola

Crown Wealth Group LLC

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About Douglas Charles Coppola

Douglas Charles Coppola is a financial advisor at Crown Wealth Group LLC, located in CHARLOTTE, NC. Douglas Coppola has been in the financial industry for over 30 years. Douglas Coppola's previous experience includes roles at CORINTHIAN PARTNERS, L.L.C., RAYMOND JAMES FINANCIAL SERVICES, INC., BEAR WAGNER SPECIALISTS LLC, CITIGROUP GLOBAL MARKETS INC., CIBC WORLD MARKETS CORP., CIBC OPPENHEIMER CORP., ALEX. BROWN & SONS INCORPORATED, NATIONAL FINANCIAL SERVICES CORPORATION, CS FIRST BOSTON CORPORATION, MORGAN STANLEY & CO., INCORPORATED, and GOLDMAN, SACHS & CO.. Douglas Coppola is currently registered with the state of North Carolina and Texas.

Firm Information

Douglas Coppola is currently registered with Crown Wealth Group LLC. Crown Wealth Group LLC is a Charlotte, NC-based financial advisory firm providing financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $316,523,852 in assets for 949 clients. They serve high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
Crown Wealth Group LLC

2108 SOUTH BOULEVARD

CHARLOTTE, NC 28203

$316.52M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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on-going financial planning/ personal cfo services/estate planning

On-going financial planning/ personal cfo services/estate planning

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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other

Selection of other advisers

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Douglas Coppola’s Registration & Firm History

NC

10/11/2019 - Present

Crown Wealth Group LLC (CHARLOTTE NC)

NY

11/11/2013 - 09/29/2014

CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)

NC

05/20/2005 - 11/03/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHAPEL HILL NC)

NY

06/04/2004 - 02/08/2005

BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)

NY

01/22/2001 - 05/13/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

11/06/1998 - 01/29/2001

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

08/02/1995 - 05/18/1998

CIBC OPPENHEIMER CORP. (NEW YORK NY)

NA

01/11/1993 - 08/07/1995

ALEX. BROWN & SONS INCORPORATED

MA

07/25/1988 - 01/18/1991

NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)

NA

06/01/1984 - 05/10/1988

CS FIRST BOSTON CORPORATION

NA

02/27/1980 - 06/13/1984

MORGAN STANLEY & CO., INCORPORATED

NA

03/16/1979 - 02/27/1980

MORGAN STANLEY & CO., INCORPORATED

NA

03/01/1977 - 01/16/1978

GOLDMAN, SACHS & CO.

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Licenses & Designations

BC

Issued 01/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/20/1988

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/20/1988

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/19/1983

Series 3 - National Commodity Futures Examination

BC

Issued 07/17/1982

Series 5 - Interest Rate Options Examination

BC

Issued 07/27/1977

PC - AMEX Put and Call Exam

BC

Issued 02/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Charles Coppola.
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