Adam Raymond Carroll

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

• 03/2023 → 08/2023
  Dominos
  Manchester, NH
• 10/2022 → 04/2023
  Southern New Hampshire University
  Manchester, NH
• 09/2021 → 06/2023
  Target
  Bedford, NH
• 06/2021 → 08/2021
  1750 Taphouse
  Bedford, NH
• 05/2021 → 07/2021
  Manchester Waterworks
  Manchester, NH
• 09/2019 → 05/2021
  Market Basket
  Bedford, NH
• 06/2018 → 08/2018
  Purple Finch Cafe
  Bedford, NH
• 08/2018 → 09/2019
  Unemployed
  Bedford, NH
• 08/2023 → 03/2025
  Fidelity Investments
  Merrimack, NH
• 09/2018 → 06/2022
  Bedford High School
  Bedford, NH
• 08/2016 → 06/2018
  Ross A. Lurgio High School
  Bedford, NH
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 11/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 07/2025 → 10/2025
  Unemployed
  Bedford, NH

Previous Registrations

• 2025-03-31 → 2025-06-13
  Strategic Advisers Llc
  Merrimack, NH
  Bedford, NH
  Boston, MA
• 2024-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Bedford, NH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-10
• S63 Uniform Securities Agent State Law Examination
  2023-11-28