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Coppell Advisory Solutions LLC CRD 156549
$1.10B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-27 |
Branch Locations
123 N Main St., Belmont, NC 28012 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc | Falmouth | ME | 06/2015 | 06/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 06/2017 |
| Mml Investors Services, Llc | Falmouth | ME | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South Portland | ME | 06/2017 | 09/2019 |
| Bank Of America, N.A. | South Portland | ME | 06/2017 | 09/2019 |
| Baystate Financial | Falmouth | ME | 07/2015 | 06/2017 |
| Fisher Investments | Plano | TX | 11/2019 | 09/2021 |
| Linden Thomas Advisory Services, Llc | Charlotte | NC | 03/2023 | 12/2023 |
| Nerdwallet | San Francisco | CA | 09/2021 | 02/2023 |
| Linden Thomas & Company Securities, Llc | Charlotte | NC | 03/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 10/2024 | 01/2025 |
| Varsity Tutors | Charlotte | NC | 01/2024 | 09/2024 |
| Modern Woodmen Of America | Charlotte | NC | 06/2024 | 09/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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