David P. Kopack

BOSTON INVESTMENT TRUST MANAGEMENT

BRIDGEWATER, MA 02324

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CRD#: 3257972

Professional summary

David Paul Kopack is a registered financial advisor currently at BOSTON INVESTMENT TRUST MANAGEMENT, INC. located in Bridgewater, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view David Paul Kopack's 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

April 13, 2006 - Present

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

Office #1: 54 Main Street, Bridgewater, MA 02324

RIA

CRD#: 139446

BRIDGEWATER, MA

Past

April 13, 2006 - December 31, 2018

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

RIA

CRD#: 139446

WESTWOOD, MA

Past

August 23, 1999 - January 20, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/13/2006)

IAR

Rhode Island
(4/17/2006)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1999

General Securities Representative Examination

Current Firm

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

CRD#: 139446 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/13/2006 Approved)

Rhode Island

Registered Investment Advisory firm - (4/17/2006 Approved)

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Contact information

Main Address

54 Main Street, Bridgewater, MA 02324

Mailing Address

Phone number

(617) 423-7290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 4,600,000

Red Flags

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David P. Kopack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Kopack's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2006

Series 63

Date: 8/27/1999

Series 7

Date: 8/20/1999

Current Firm

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

TRUST BUT VERIFY

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