Steven Scott Delaney

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:

Current Employers

Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2013-01-14

PA RA
APPROVED

Since 2013-01-14

Branch Locations

Chalfont, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American Brokerage Services	Wyndmoor	PA	01/1997	Present
Mcginn, Smith & Co., Inc.	Albany	NY	02/2007	Present
Fusion Investment Advisors, Llc	Chalfont	PA	01/2013	Present

01/1997 → Present

American Brokerage Services

Wyndmoor, PA
02/2007 → Present

Mcginn, Smith & Co., Inc.

Albany, NY
01/2013 → Present

Fusion Investment Advisors, Llc

Chalfont, PA

Other Businesses

OFFICER WITH AMERICAN BROKERAGE SERVICES, INC. LOCATED AT 805 E. WILLOW GROVE AVE, SUITE 2B, WYNDMOOR, PA 19038. LIFE INSURANCE, ANNUITIES AND LIFE SETTLEMENTS. FULL TIME DURING BUSINESS HOURS. DIRECTOR WITH COMPANY, STARTED 01/1997. IN SALES WITH ABS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-01-03

S65 Uniform Investment Adviser Law Examination

2013-01-03

View on SEC IAPD