Christine A. Kopin

POWER WEALTH MANAGEMENT

ALPHARETTA, GA 30009

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CRD#: 7448084

Professional summary

Christine Allen Kopin, who also goes by Christine Elizabeth Allen, Christine A Kopin, is a registered financial advisor currently at POWER WEALTH MANAGEMENT located in Alpharetta, Georgia.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christine has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Elizabeth Allen | Christine A Kopin

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.

Christine Allen Kopin Freelance Illustration non-investment related 4245 Tirol Lane Marietta, GA. 30062 fashion, portrait, bridal illustration for commission illustrator I am the illustrator started in 2000 2-24 hours per month no hours during securities trading hours freelance illustration

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Allen Kopin'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

May 1, 2025 - Present

POWER WEALTH MANAGEMENT

Office #1: 2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009

RIA

CRD#: 315101

ALPHARETTA, GA

Past

September 5, 2023 - April 2, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Alpharetta, GA

Past

July 6, 2023 - April 2, 2025

MORGAN STANLEY

CRD#: 149777

Alpharetta, GA

Past

February 13, 2023 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Alpharetta, GA

Past

July 12, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

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".

POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC

CRD#: 315101 / SEC#: 801-127940

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

Georgia

Registered Investment Advisory firm - (5/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(5/1/2025)

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: 2/10/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/9/2021

Securities Industry Essentials Examination

Current Firm

POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC

CRD#: 315101 / SEC#: 801-127940

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

Georgia

Registered Investment Advisory firm - (5/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2024 Terminated)

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Contact information

Main Address

2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 889-8919

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POWER WEALTH MANAGEMENT - FIRM BROCHURE - PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	635
AUM (Assets Under Management)	$ 381,356,108

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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Advisor Monitoring

Firm Stability Insights

Christine A. Kopin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Allen Kopin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

POWER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2023

Series 7TO

Date: 7/12/2022

SIE

Date: 10/9/2021

Current Firm

POWER WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POWER WEALTH MANAGEMENT

TRUST BUT VERIFY

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