Matthew B. Kopsky

HEVEL CAPITAL

San Diego, CA

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CRD#: 5914314

Professional summary

Matthew Brooks Kopsky is a registered financial advisor currently at HEVEL CAPITAL, LLC located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 66, SIE, Series 87 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.

Realty Income; San Diego, CA; Investment Related; Publicly traded real estate investment trust (REIT); Vice President; Approximately 148 hours per month spent on this activity; Approximately 25 hours per week spent on this activity during securities trading hours; Started 11/2018.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brooks Kopsky'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 11, 2024 - Present

HEVEL CAPITAL, LLC

RIA

CRD#: 330632

San Diego, CA

Past

November 5, 2013 - November 13, 2018

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

October 21, 2013 - November 13, 2018

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

California
(4/11/2024)

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 66

Date: 11/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 11/11/2013

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 10/21/2013

General Securities Representative Examination

Current Firm

HEVEL CAPITAL, LLC

CRD#: 330632 / SEC#:

California

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(636) 236-9039

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,748,698

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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Matthew B. Kopsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brooks Kopsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEVEL CAPITAL, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2013

SIE

Date: 10/1/2018

Series 87

Date: 11/11/2013

Series 7

Date: 10/21/2013

Current Firm

HEVEL CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEVEL CAPITAL, LLC

TRUST BUT VERIFY

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