Leah M. Copertino

GO FISH FINANCE

LOUISVILLE, CO 80027

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CRD#: 7998248

Professional summary

Leah Marie Copertino, who also goes by Leah M Copertino, is a registered financial advisor currently at GO FISH FINANCE, LLC located in Louisville, Colorado.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Leah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leah M Copertino

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.

Leah Marie Copertino is an Enterprise Account Lead at Airbnb. Approximately thirty hours a week are spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Marie Copertino'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

November 15, 2024 - Present

GO FISH FINANCE, LLC

Office #1: 1493 Mckinley Pl, Louisville, CO 80027

RIA

CRD#: 333606

LOUISVILLE, CO

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

Colorado
(11/15/2024)

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 65

Date: 7/11/2024

Uniform Investment Adviser Law Examination

Current Firm

GO FISH FINANCE, LLC

GO FISH FINANCE | GO FISH FINANCE, LLC

CRD#: 333606 / SEC#:

Colorado

Registered Investment Advisory firm - (11/15/2024 Approved)

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Contact information

Main Address

Louisville, CO

Mailing Address

2975 Valmont Road, Suite 240 Kottke & Brantz, Llc, Boulder, CO 80301

Phone number

(860) 303-5919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Leah M. Copertino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Marie Copertino's CRS (Customer Relationship Summary).

Certified licenses

Experience

GO FISH FINANCE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2024

Current Firm

GO FISH FINANCE, LLC

Contact information

Documents

Red Flags

Company Information

GO FISH FINANCE, LLC

TRUST BUT VERIFY

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