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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)16 years in industry

NICHOLAS ANDREW COPPOLA

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebc7f2b2-9607-0c13-a1a9-df40ab826afb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 5, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROCKEFELLER CAPITAL MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Aug 25, 2026
First registration: Mar 5, 2018
Dual registered: yes, broker-dealer
Other names: NICHOLAS COPPOLA|NICK COPPOLA
IAPD individual key: 4850142

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Jul 14, 2026	n/a	yes	ATLANTA, GA	Current employment
POWER WEALTH MANAGEMENT	Independent wealth	Jun 8, 2023	Jul 2, 2026	no	ALPHARETTA, GA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 23, 2020	Nov 30, 2022	no	Atlanta, GA	Previous registration
KAYS FINANCIAL ADVISORY CORP	Former SEC adviser	Mar 5, 2018	Jan 4, 2021	no	Atlanta, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
POWER WEALTH MANAGEMENT	ROCKEFELLER CAPITAL MANAGEMENT	Jul 2, 2026	Jul 14, 2026	12	Firm change	RIA to ibd
MERCER GLOBAL ADVISORS INC.	POWER WEALTH MANAGEMENT	Nov 30, 2022	Jun 8, 2023	190	Firm change	RIA to RIA
KAYS FINANCIAL ADVISORY CORP	MERCER GLOBAL ADVISORS INC.	Jan 4, 2021	Dec 23, 2020	-12	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105873:147363:GA:2021-01-04	Jan 4, 2021	Dec 23, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ POWER WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 8, 2023 to Jul 2, 2026factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Dec 23, 2020 to Nov 30, 2022factForm ADV
→ KAYS FINANCIAL ADVISORY CORPRegistered adviserregistration: previous registration
Mar 5, 2018 to Jan 4, 2021factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Nicholas Andrew Coppola left Power Wealth Management for Rockefeller Capital Management (registered 2026-07-14)
Form ADVobserved 5 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Nicholas Andrew Coppola left Mercer Global Advisors Inc. for Power Wealth Management (registered 2023-06-08)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebc7f2b2-9607-0c13-a1a9-df40ab826afb
First observed: Mar 5, 2018
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NICHOLAS ANDREW COPPOLA

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebc7f2b2-9607-0c13-a1a9-df40ab826afb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROCKEFELLER CAPITAL MANAGEMENT

Bd affiliated wealth

Jul 14, 2026

n/a

yes

ATLANTA, GA

Current employment

POWER WEALTH MANAGEMENT

Independent wealth

Jun 8, 2023

Jul 2, 2026

ALPHARETTA, GA

Previous registration

MERCER GLOBAL ADVISORS INC.

Independent wealth

Dec 23, 2020

Nov 30, 2022

Atlanta, GA

Previous registration

KAYS FINANCIAL ADVISORY CORP

Former SEC adviser

Mar 5, 2018

Jan 4, 2021

Atlanta, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

POWER WEALTH MANAGEMENT

ROCKEFELLER CAPITAL MANAGEMENT

Jul 2, 2026

Jul 14, 2026

Firm change

RIA to ibd

MERCER GLOBAL ADVISORS INC.

POWER WEALTH MANAGEMENT

Nov 30, 2022

Jun 8, 2023

190

Firm change

RIA to RIA

KAYS FINANCIAL ADVISORY CORP

MERCER GLOBAL ADVISORS INC.

Jan 4, 2021

Dec 23, 2020

-12

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

105873:147363:GA:2021-01-04

Jan 4, 2021

Dec 23, 2020

ATLANTA, GA

Firm change