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David Paul Kopack is a financial_advisor professional located in Bridgewater, MA. They specialize in financial advisory.
David Paul Kopack - Boston Investment Trust Management, Inc. holds an active professional license (FINRA CRD) for your protection.
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David Paul Kopack operates Boston Investment Trust Management, Inc. in Bridgewater, Massachusetts, offering financial advisory services. The firm holds a FINRA CRD license (number 3257972), which regulates investment advisors and securities professionals. This registration ensures the business operates under Financial Industry Regulatory Authority oversight and compliance standards. Clients seeking investment guidance or trust management services can verify the firm's registration status through FINRA's public database to confirm licensing and regulatory standing.
David Paul Kopack's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority. This license type means the advisor and their firm are subject to federal securities regulations and ongoing compliance requirements. FINRA oversight covers investment advice, securities transactions, and fiduciary responsibilities. The CRD registration is publicly verifiable, allowing clients to check the advisor's disciplinary history and regulatory standing. This credential signals that the business operates within established securities industry frameworks and regulatory accountability structures.