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Daniel Kopack

Fsa Investment Group, LLC

Gulf Breeze, FL

Pensacola, FL

CRD 4703389

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Employer firm

Fsa Investment Group, LLC CRD 163641

$762M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fsa Investment Group, Llc

212 South Alcaniz Street, Pensacola, FL 32502 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
AL RA APPROVED 2013-04-02
  • FL RA
    APPROVED
    Since 2025-03-07
  • AL RA
    APPROVED
    Since 2013-04-02

Branch Locations

Gulf Breeze, FL • United States

212 South Alcaniz Street, Pensacola, FL 32502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsa Investment Group, Llc Atmore AL 04/2014 Present
Previous Registrations
  • 2012-04-19 → 2013-02-11
    Waverly Advisors, Llc
    Pensacola, FL
    Birmingham, AL
  • 2000-11-21 → 2012-04-10
    O'SUllivan Creel Wealth Advisors, Llp
    Pensacola, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-02
  • S65 Uniform Investment Adviser Law Examination
    1999-11-02
Other Names
  • Daniel Kopack

View on SEC IAPD

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