Shaun Francis Moynihan

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 09/2021
  Belmont Capital Advisors
  Belmont, NC
• 03/2017 → 07/2019
  Kalos Capital
  Alpharetta, GA
• 03/2017 → 07/2019
  Kalos Management
  Alpharetta, GA
• 07/2019 → 10/2021
  Dempsey Lord Smith, Llc
  Rome, GA
• 01/2021 → Present
  Coppell Advisory Solutions Llc Dba Fusion Capital Management
  Dallas, TX

Previous Registrations

• 2019-07-22 → 2021-10-14
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
  Belmont, NC
  Cornelius, NC
• 2017-06-07 → 2019-07-22
  Kalos Management
  Belmont, NC
  Ponte Vedra Beach, FL
• 2013-06-18 → 2015-10-05
  Securities America Advisors, Inc.
  Huntersville, NC
• 2004-09-09 → 2013-06-03
  Tca Financial Group, Llc
  Charlotte, NC
  Charlotte, NC
• 2003-01-14 → 2004-09-10
  Equitable Advisors, Llc
  Charlotte, NC
• 2002-04-04 → 2002-12-17
  Ubs Financial Services Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2002-04-03

Other Names

• Shaun F Moynihan