AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LK

Lenore A. Kopko

Some features on this profile are disabled
CRD#: 1409623
LK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lenore Ann Kopko, who also goes by Lenore Ann Petteruti, was a registered financial professional .

Lenore is a previously registered financial professional and started their career in finance in 1989. Lenore had worked at 7 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lenore Ann Petteruti

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 28, 2023 - January 15, 2024

LEDGER CAPITAL MARKETS, LLC

BD
CRD#: 289140
NEW YORK, NY
Past

July 31, 2020 - March 29, 2023

UMERGENCE LLC

BD
CRD#: 284368
PLANTSVILLE, CT
Past

October 22, 2019 - July 24, 2020

GROWTH CAPITAL SERVICES, INC.

BD
CRD#: 124658
CLAYMONT, DE
Past

June 13, 2019 - September 30, 2019

MONITOR CAPITAL LLC

BD
CRD#: 146087
RESEDA, CA
Past

April 30, 1991 - August 12, 1991

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

February 7, 1990 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

May 23, 1989 - February 27, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/1/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/31/1988
National Commodity Futures Examination

Current Firm


LC
LEDGER CAPITAL MARKETS, LLC
LEDGER CAPITAL MARKETS, LLC

CRD#: 289140 / SEC#: , 8-69983

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
75 Rockefeller Plaza Suite 24c, New York, NY 10104
Mailing Address
228 Park Avenue S Pmb 58179, New York, NY 10003-1502
Phone number
(202) 365-3175
Established
Delaware since 06/09/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
LEDGER INVESTING, INC.SOLE MEMBER
HARRIS, PATRICK EUGENECCO5748909
SHAH, SAMIRCEO6824841
SILVESTRO, MICHELEFINOP6960939

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEDGER CAPITAL MARKETS, LLC

CRD#: 289140

TRUST BUT VERIFY

Monitor Lenore Kopko

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics