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Advisor

Ryan Coppola

Courier Capital · Buffalo, New York

Ryan Coppola is a fee-only financial advisor at Courier Capital in Buffalo, New York, who holds the CFA credential. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

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Facts

FirmCourier Capital
Based in Buffalo, New York
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$3.59B across 3,857 accounts
CredentialsCFA
SEC registration Investment adviser representative in NY · CRD 8118223
Firm size26 employees
Disclosures None reported
Websitewww.couriercapital.com

How Ryan's firm compares

  • Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).

What fee-only advisors charge in New York

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Questions about Ryan

Is Ryan Coppola a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Courier Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Ryan charge for financial advice?

Ryan's firm, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Ryan Coppola based?

Ryan Coppola is based in Buffalo, New York.

What credentials does Ryan Coppola hold?

Ryan Coppola holds the CFA credential.

Is Ryan Coppola registered with the SEC?

Yes. Ryan Coppola is registered as an investment adviser representative in NY (CRD 8118223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Courier Capital manage?

Courier Capital reports $3.59B across 3,857 accounts in assets under management.

How do I contact Ryan Coppola?

Through Ryan's website, www.couriercapital.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
  • 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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