Gregory A. Kopp
Professional summary
Gregory Anthony Kopp, who also goes by Greg Kopp, is a registered financial advisor currently at ALLIANCEBERNSTEIN L.P. located in Boston, Massachusetts.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gregory has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Anthony Kopp's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2026 - Present
ALLIANCEBERNSTEIN L.P.
Office #1: 53 State Street, Boston, MA 02109August 28, 2025 - December 20, 2025
SAVANT WEALTH MANAGEMENT
Primary Firm SEC Registration
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2026)
Exams
Current Firm
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 68,593 |
| AUM (Assets Under Management) | $ 709,162,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 11/25/2024 | ||
| 10/27/2023 |
Red Flags
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Company Information
ALLIANCEBERNSTEIN L.P.
CRD#: 108477Boston, MA 02109TRUST BUT VERIFY
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