Gina L. Koprowski

Employer firm

Aureus Asset Management, LLC CRD 136674

$8.40B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Aureus Asset Management, Llc

One Winthrop Square, Boston, MA 02110 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-10-11

MA RA
APPROVED

Since 2017-10-11

Branch Locations

One Winthrop Square, Boston, MA 02110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Previous Registrations

2010-09-03 → 2010-12-22

East Coast Asset Management, Llc

Essex, MA
2004-11-04 → 2009-07-06

Strategic Advisers Llc

Burlington, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-09-09

S66 Uniform Combined State Law Examination

2004-09-09

Designations

Certified Financial Planner

View on SEC IAPD