Shareholder · Hudson Capital Advisory, Inc.
Evan J. Coppola
CRD 6804218 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Hudson Capital Advisory, Inc., an SEC-registered wealth manager based in Buffalo, NY with $328 million in regulatory assets, lists Evan J. Coppola on its Form ADV as Shareholder, a control person. The SEC filings also name Evan at 2 other registered advisers.
Firms and roles
- Hudson Capital Advisory, Inc.ShareholderWealth manager · Buffalo, NY · $328M in regulatory assets
- Hudson Advisor Services, Inc.Co-Managing Partner, Co-CioWealth manager · Buffalo, NY · $310M in regulatory assets
- Miller, Gesko & Company Inc.ShareholderWealth manager · Buffalo, NY · $183M in regulatory assets
AtlasMembers
Evan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William N. HudsonPresident and Chief Compliance Officer, Hudson Capital Advisory, Inc.
- Jeremy C. HudsonShareholder, Hudson Capital Advisory, Inc.
- David D. BurrowsInvestment Adviser, Hudson Advisor Services, Inc.
- Jr R. L. MillerVice President, Miller, Gesko & Company Inc.
- Henry Z. UrbanChief Compliance Officer, Miller, Gesko & Company Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.