Daniel Cottet Camberos

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

• 06/2023 → 07/2023
  Charles Schwab & Co, Inc
  Westlake, TX
• 01/2019 → 12/2023
  Brigham Young University - Idaho
  Rexburg, ID
• 07/2021 → 12/2022
  Mountain America Federal Credit Union
  Rexburg, ID
• 05/2020 → 08/2020
  Aptive
  Chantilly, VA
• 06/2019 → 08/2019
  Aptive
  Chantilly, VA
• 11/2016 → 11/2018
  The Church Of Jesus Christ Of Latter Day Saints
  Coban
• 05/2019 → 05/2019
  Ourisman Chantilly Toyota
  Chantilly, VA
• 07/2016 → 10/2016
  Unemployed
  Chantilly, VA
• 01/2024 → 11/2024
  Savant Wealth Management
  Rockford, IL
• 07/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 01/2025 → 06/2025
  Mountain America Credit Union
  Boise, ID

Previous Registrations

• 2024-05-30 → 2024-11-22
  Savant Wealth Management
  Rockford, IL
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-25