Natasha B. Koprivica

CLEARBROOK INVESTMENT CONSULTING LLC

Providence, RI

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CRD#: 3053766

Professional summary

Natasha Blagoje Koprivica, who also goes by Natasha Koprivica, is a registered financial advisor currently at CLEARBROOK INVESTMENT CONSULTING LLC located in Providence, Rhode Island and PROFOR ADVISORS located in Rye Brook, New York.

Natasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Natasha has worked at 9 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7, Series 55 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natasha Koprivica

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.

(1) 03/2015 TO PRESENT; FIBONACCI CAPITAL ADVISORS LLC; BOSTON, MA; NOT INVESTMENT RELATED; OWNER; COMPANY PROVIDES STRATEGIC MARKETING CONSULTING SERVICES TO VARIOUS HEDGE FUNDS AND FUND OF HEDGE FUNDS; DUTIES INCLUDE MARKETING CONSULTING, RESEARCHING AND ADVISING; DEVOTE 30% HOURS/WEEK TO THIS ACTIVITY. (2) 10/2023 TO PRESENT; CLEARBROOK INVESTMENT CONSULTING; STAMFORD, CT; YES INVESTMENT RELATED; INDEPENDENT CONTRACTOR; INSTITUTIONAL SALES; SPEND 15 HRS/WK. (3) 8/2025 to present; FilamentTech Inc,; Newton, MA; not investment related; W2 contract; Business Development; spend 15hrs/week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Blagoje Koprivica's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

October 18, 2023 - Present

CLEARBROOK INVESTMENT CONSULTING LLC

RIA

CRD#: 108253

Providence, RI

Current

January 30, 2020 - Present

PROFOR ADVISORS

Office #1: 800 Westchester Ave Suite 641n, Rye Brook, NY 10573

CRD#: 136084

Rye Brook, NY

Past

June 8, 2015 - October 8, 2019

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

MALVERN, PA

Past

April 9, 2013 - June 1, 2015

RACE ROCK CAPITAL LLC

CRD#: 153363

WINCHESTER, MA

Past

February 2, 2007 - May 23, 2007

BRIMBERG & CO.

CRD#: 1315

NEW YORK, NY

Past

February 4, 2005 - February 24, 2005

AMERIMUTUAL FUNDS DISTRIBUTOR, INC.

CRD#: 47661

STAMFORD, CT

Past

June 22, 2000 - December 31, 2002

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

June 29, 1999 - June 9, 2000

WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

CORAL GABLES, FL

Past

April 22, 1999 - May 15, 1999

LOMBARD SECURITIES INCORPORATED

CRD#: 27954

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARBROOK INVESTMENT CONSULTING LLC

CLEARBROOK INVESTMENT CONSULTING LLC | SHIELDS ASSOCIATES, LLC | SHIELDS ASSOCIATES LLC

CRD#: 108253 / SEC#: 801-56832

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(1/30/2020)

Rhode Island
(1/30/2020)

IAR

Rhode Island
(10/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 10/27/2023

Futures Managed Funds Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/2013

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 8/13/2002

Limited Representative-Equity Trader Exam

Principal/Supervisory Exam

Series 24

Date: 7/15/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CLEARBROOK INVESTMENT CONSULTING LLC

CLEARBROOK INVESTMENT CONSULTING LLC | SHIELDS ASSOCIATES, LLC | SHIELDS ASSOCIATES LLC

CRD#: 108253 / SEC#: 801-56832

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

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Contact information

Main Address

21 West 46th Street, Suite 1507, New York, NY 10036

Mailing Address

Phone number

(212) 359-0290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIC BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 470,122,766

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.

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Natasha B. Koprivica

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Blagoje Koprivica's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFOR ADVISORS

MANAGED ACCOUNT SERVICES, LLC

RACE ROCK CAPITAL LLC

BRIMBERG & CO.

AMERIMUTUAL FUNDS DISTRIBUTOR, INC.

CANTELLA & CO., INC.

WALLSTREET*E FINANCIAL SERVICES, INC.

LOMBARD SECURITIES INCORPORATED

Primary Firm SEC Registration

CLEARBROOK INVESTMENT CONSULTING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2023

Series 63

Date: 4/29/2013

Series 31

Date: 10/27/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/8/2013

Series 55

Date: 8/13/2002

Series 24

Date: 7/15/2002

FINRA

Current Firm

CLEARBROOK INVESTMENT CONSULTING LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARBROOK INVESTMENT CONSULTING LLC

TRUST BUT VERIFY

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