Best Investors Account Sign in

Marc John Coppotelli

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Columbia, SC

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-22
NC RA APPROVED 2026-04-21
AL RA APPROVED 2026-04-20
VT RA APPROVED 2026-04-20
SC RA APPROVED 2024-04-12
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • NC RA
    APPROVED
    Since 2026-04-21
  • AL RA
    APPROVED
    Since 2026-04-20
  • VT RA
    APPROVED
    Since 2026-04-20
  • SC RA
    APPROVED
    Since 2024-04-12

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States

Columbia, SC • 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
Lincoln Financial Securities Corporation Columbia SC 07/2016 10/2017
Tiaa Columbia SC 05/2018 Present
Tiaa-Cref Individual & Institutional Services, Llc Columbia SC 05/2018 Present
Lpl Financial Llc Boston MA 11/2017 05/2018
Strategic Wealth Assurance Group Columbia SC 03/2016 05/2018
  • 07/2016 → 10/2017
    Lincoln Financial Securities Corporation
    Columbia, SC
  • 05/2018 → Present
    Tiaa
    Columbia, SC
  • 05/2018 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Columbia, SC
  • 11/2017 → 05/2018
    Lpl Financial Llc
    Boston, MA
  • 03/2016 → 05/2018
    Strategic Wealth Assurance Group
    Columbia, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-04
  • S66 Uniform Combined State Law Examination
    2002-02-04
Other Names
  • Marc John Coppotelli
  • Marc J. Coppotelli
  • Marc J Coppotelli

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor