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Nicholas Andrew Coppola

Rockefeller Financial LLC

Atlanta, GA

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
GA RA APPROVED 2026-07-14
  • TX RA
    APPROVED
    Since 2026-08-31
  • GA RA
    APPROVED
    Since 2026-07-14

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Thompson Research Nashville TN 06/2010 01/2018
Kays Financial Advisory Corp. Atlanta GA 01/2018 11/2020
Mercer Global Advisors Inc. Atlanta GA 12/2020 11/2022
Sabbatical Leave Atlanta GA 11/2022 06/2023
Power Wealth Managemen Roswell GA 06/2023 06/2026
Rockefeller Financial Llc Atlanta GA 06/2026 Present
  • 06/2010 → 01/2018
    Thompson Research
    Nashville, TN
  • 01/2018 → 11/2020
    Kays Financial Advisory Corp.
    Atlanta, GA
  • 12/2020 → 11/2022
    Mercer Global Advisors Inc.
    Atlanta, GA
  • 11/2022 → 06/2023
    Sabbatical Leave
    Atlanta, GA
  • 06/2023 → 06/2026
    Power Wealth Managemen
    Roswell, GA
  • 06/2026 → Present
    Rockefeller Financial Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2026-08-25
Designations
Other Names
  • Nicholas Coppola
  • Nick Coppola

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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