Evan Coppola
Miller Gesko Wealth Management · Buffalo, New York
Evan Coppola is a fee-only financial advisor at Miller Gesko Wealth Management in Buffalo, New York. Evan focuses on estate & legacy planning. Miller Gesko Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Miller Gesko Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $183.1M across 231 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6804218 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.millergesko.com |
| Profile |
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Questions about Evan
Is Evan Coppola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Miller Gesko Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan's firm, Miller Gesko Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Evan Coppola based?
Evan Coppola is based in Buffalo, New York.
What does Evan specialize in?
Evan's specialties include estate & legacy planning. Evan works with ultra high net worth.
Is Evan Coppola registered with the SEC?
Yes. Evan Coppola is registered as an investment adviser representative in NY (CRD 6804218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Gesko Wealth Management manage?
Miller Gesko Wealth Management reports $183.1M across 231 accounts in assets under management.
How do I contact Evan Coppola?
Through Evan's website, www.millergesko.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Miller Gesko Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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