Steven Michael Watkins

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

• 06/2002 → 02/2020
  H.D. Vest Investment Services
  Irving, TX
• 02/2004 → 02/2020
  H.D. Vest Advisory Services
  Frisco, TX
• 02/2020 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 05/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX

Previous Registrations

• 2020-04-06 → 2025-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
  Frisco, TX
  New York, NY
  New York, NY
  Frisco, TX
• 2004-02-09 → 2020-02-24
  Avantax Advisory Services
  Irving, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-04

Designations

• Certified Financial Planner

Other Names

• Steven Michael Watkins