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Matthew David Copley

Investment Adviser Representative at EMERSON EQUITY LLC

San Diego, CACRD #6247665Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
5 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew David Copley has worked in the securities industry since 2013. They are registered to provide investment advisory services in California, Idaho, Michigan, New York, and Oklahoma.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaIdahoMichiganNew YorkOklahoma
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/24/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 8/13/2013
Series 99
Operations Professional Examination
Passed 9/24/2025
Series 7
General Securities Representative Examination
Passed 9/8/2021
SIE
Securities Industry Essentials Examination
Passed 1/24/2020
Series 22
Direct Participation Programs Representative Examination
Passed 12/13/2019
Series 24
General Securities Principal Examination
Passed 2/10/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Emerson Equity LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COPLEY FINANCIAL GROUP, INC.Current
6/15/2016San Diego, CA
GRADIENT ADVISORS, LLC
11/13/20136/14/2016San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EMERSON EQUITY LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew David Copley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew David Copley - Financial Advisor in San Diego, CA | AdvisorFinder