Daniel Kopack

FSA INVESTMENT GROUP

GULF BREEZE, FL

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CRD#: 4703389

Professional summary

Daniel Kopack JR., who also goes by Daniel Kopack, is a registered financial advisor currently at FSA INVESTMENT GROUP, LLC located in Gulf Breeze, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Kopack

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 Daniel Kopack JR.'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

April 2, 2013 - Present

FSA INVESTMENT GROUP, LLC

RIA

CRD#: 163641

GULF BREEZE, FL

Past

April 19, 2012 - February 11, 2013

WAVERLY ADVISORS, LLC

RIA

CRD#: 115332

PENSACOLA, FL

Past

November 21, 2000 - April 10, 2012

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

RIA

CRD#: 128000

PENSACOLA, FL

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".

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(4/2/2013)

IAR

Florida
(4/11/2013)

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: 11/2/1999

Uniform Investment Adviser Law Examination

Current Firm

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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Contact information

Main Address

212 South Alcaniz Street, Pensacola, FL 32502

Mailing Address

Phone number

(850) 696-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FS ADVISORS INC. (2/19/2025)

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 709,511,444

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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Daniel Kopack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Kopack JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FSA INVESTMENT GROUP, LLC

WAVERLY ADVISORS, LLC

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

Primary Firm SEC Registration

FSA INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/1999

Current Firm

FSA INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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