Daniel Walter Donihue

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

• 07/1998 → Present
  Community National Estate Group, Inc.
  Castaic, CA
• 09/2012 → Present
  Fusion Investment Advisors, Llc
  Castiac, CA
• 06/2014 → Present
  Virtue Capital Management, Llc
  Nashville, TN

Previous Registrations

• 2014-06-12 → 2014-10-28
  Virtue Capital Management, Llc
  Castiac, CA
  Brentwood, TN
• 2009-09-16 → 2012-09-13
  American Investment Services
  Castaic, CA
• 2009-05-15 → 2009-09-03
  Empire Capital Partners, Llc
  Castaic, CA
• 2009-01-12 → 2009-04-28
  Envision Investment Advisors, Llc
  Castaic, CA
  Omaha, NE
• 2007-09-13 → 2008-12-31
  Envision Investment Advisors, Llc
  Castaic, CA
  Omaha, NE

Other Businesses

I CONDUCT NON-SECURITIES (NON-INVESTMENT RELATED) BUSINESS UNDER MY DBA NAME - COMMUNITY ESTATE FINANCIAL & INSURANCE SERVICES. THE SERVICES THAT I PROVIDE THAT I RECEIVE COMPENSATION FOR INCLUDE INSURANCE - SUCH AS LIFE INSURANCE, FIXED ANNUITIES, AND LONG-TERM CARE INSURANCE - AS WELL AS CASE DEVLOPMENT FOR MORTGAGE OR REVERSE MORTGAGE TRANSACTIONS. MY BUSINESS ADDRESS IS 32111 BIG OAK LANE - CASTAIC, CA 91384. I AM THE PRESIDENT OF MY BUSINESS. I AM PRIMARILY IN THE INSURANCE BUSINESS AND I TYPICALLY WILL DEVOTE 120 TO 200 HOURS PER MONTH IN THAT BUSINESS. MOST OF MY TIME IS SPENT WORKING ON CASEWORK, MARKETING, AND MEETING WITH INSURANCE CLIENTS. COPPELL ADVISORY SOLUTIONS, LLC INVESTMENT ADVISER REPRESENTATIVE

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-11

Other Names

• Daniel Walter Donihue
• Daniel Walter Donihue