Leonid Kouperschmidt
Professional Summary
Leonid Kouperschmidt is a registered financial advisor currently at XTELLUS CAPITAL PARTNERS, INC. located in Miami, Florida. Leonid is registered as a RR (Registered Representative) and started their career in finance in 2006. Leonid has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
VTB CAPITAL INC. | XTELLUS CAPITAL PARTNERS, INC.
Contact Information
Main Address
535 Madison Ave. 5th Floor, New York, NY, 10022Mailing Address
535 Madison Ave. 5th Floor, New York, NY, 10022Phone Number
(646) 527-6400Established
Delaware since 11/16/2010Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (29 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Leonid Kouperschmidt's CRS (Customer Relationship Summary).
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