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 and SANFORD C. BERNSTEIN & CO., LLC located in Boston, Massachusetts.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Gregory has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO 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 02109May 8, 2026 - Present
SANFORD C. BERNSTEIN & CO., LLC
Office #1: 53 State Street Suite 3801, 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.
Visual representation of state registrations
(4/2/2026)
(5/8/2026)
Exams
Series 7TO
Date: 5/8/2026
General Securities Representative ExaminationFINRA
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
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.
