Samantha L Kopf

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-09

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	04/2026	Present
Withersworldwide	Greenwich	CT	07/2022	04/2026
Murtha Cullina Llp	Stamford	CT	09/2021	06/2022
Kozusko Harris Duncan	New York	NY	01/2021	03/2021
United States Bankruptcy Court, Northern District Of New York	Syracuse	NY	04/2021	09/2021
Walsh & Amicucci Llp	White Plains	NY	01/2017	01/2021
State Of Connecticut Superior Court, Connecticut Legal Research	New Haven	CT	01/2016	01/2017

04/2026 → Present

Morgan Stanley

Purchase, NY
07/2022 → 04/2026

Withersworldwide

Greenwich, CT
09/2021 → 06/2022

Murtha Cullina Llp

Stamford, CT
01/2021 → 03/2021

Kozusko Harris Duncan

New York, NY
04/2021 → 09/2021

United States Bankruptcy Court, Northern District Of New York

Syracuse, NY
01/2017 → 01/2021

Walsh & Amicucci Llp

White Plains, NY
01/2016 → 01/2017

State Of Connecticut Superior Court, Connecticut Legal Research

New Haven, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-09