# Marc John Coppotelli

Marc John Coppotelli is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2024-04-12 | present | Yes |
| [OSAIC FS, INC.](https://search.stillhousedata.com/firm/3870) | 2016-07-21 | 2017-10-19 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2015-04-03 | 2016-01-11 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-12 | 2014-01-27 | — |
| [BLACKROCK INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108928) | 2006-09-29 | 2008-12-05 | — |
| [MERRILL LYNCH INVESTMENT MANAGERS LP](https://search.stillhousedata.com/firm/105068) | 2002-06-04 | 2006-09-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1143598)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1143598.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.