Cody Shoop
Advisor at Sulzberger Capital Advisors, Inc. — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Miami, FL 33137
Sulzberger Capital Advisors, Inc.
Supported
Total advisors
2Clients per advisor
45 TypicalAvg AUM per client
$1,281,981 HighHNW client ratio
54% HighCody Shoop is a financial advisor at Sulzberger Capital Advisors, Inc. with two years of industry experience. His prior work includes roles at the University of Miami, Educational Employees Credit Union, and seven years of service in the U.S. Army. Outside of advising, he owns an independent Etsy business focused on designing and selling lab coats. Sulzberger Capital Advisors is a small, owner-led firm managing approximately $117 million for around 90 clients, including individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a fundamental, long-term buy-and-hold investment approach with discretionary portfolio management and offers financial planning services using third-party software at no extra charge.
Based on Sulzberger Capital Advisors, Inc.
Based on Sulzberger Capital Advisors, Inc.
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.90% annually $5,000,000+: 0.85% annually
Account minimum: $100,000
Miami, FL
4500 Biscayne Boulevard, Suite 205
Miami FL 33137
Advisors at this office
2
Florida
2 years of industry experience
Sulzberger Capital Advisors
2023 - Present • 3 years
Miami, FL
University of Miami
2022 - 2023 • 1 year
Miami, FL
Educational Employees Credit Union
2021 - 2022 • 1 year
Fresno, CA
U.S. Army
2014 - 2021 • 7 years
Fresno, CA
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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