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Anthony Francis Apollaro

Coppell Advisory Solutions LLC

Coppell, TX

CRD 2524799

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2011-11-17
  • TX RA
    APPROVED
    Since 2011-11-17

Branch Locations

870 S. Denton Tap Rd. Suite 250, Coppell, TX 75019 • 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
OrganizationCityStateFromTo
Fusion Investment Advisors, Llc Coppell TX 01/2012 Present
Varsity Asset Management, Llc Coppell TX 01/2014 Present
  • 01/2012 → Present
    Fusion Investment Advisors, Llc
    Coppell, TX
  • 01/2014 → Present
    Varsity Asset Management, Llc
    Coppell, TX
Previous Registrations
Other Businesses

GET IN THE BOX, INC., NOT INVESTMENT RELATED, ADDRESS: 870 S. DENTON TAP RD. #250 COPPELL, TX 75019, PRESIDENT, OVERSEE OPERATIONS, 10 HRS/WEEK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-22
  • S66 Uniform Combined State Law Examination
    2007-06-22
Other Names
  • Anthony Apollaro
  • Anthony Francis Apollaro

View on SEC IAPD

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