COPPERTREE?, LLC
CRD #175222 SEC #801-83167 WORCESTER, MA (508) 719-8510
SEC Registered
Total AUM
$212M
Discretionary
$177.8M
Employees
4
Clients
0
Accounts
731
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| WAITKEVICH, ADAM, ANTHONY | I | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 23, 2021 REGISTERED
Notice Filings (7)
FL MA NH NY RI TX VT
Address
ONE KELLEY SQUARESUITE 302
WORCESTER, MA 01610
United States
Phone: (508) 719-8510