Alaina Marie Sanders

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

• 09/2022 → Present
  Belmont Capital Advisors
  Belmont, NC
• 04/2024 → Present
  Coppell Advisory Solutions
  Coppell, TX
• 09/2016 → Present
  Zebra Home Solutions
  Charlotte, NC
• 03/2006 → 09/2016
  Siemens Energy
  Charlotte, NC

Other Businesses

1) Manager of Zebra Home Solutions since September 2016, 85% owner in which the business buys an dsells real estate. Business is active but has not held real estate since 2021. 0 hours/mth 2) Manager of Zebra.com since January 2019, 85% owner in which business holds 1 commercial property, 10hrs/mth 3) Manager of Zebra Res1 since September 2018, single member LLC which holds 2 residential single family properties, 5hrs/month 4) Manager of ZMed SWA since February 2020, single member LLC which holds 25% equity stake in 1 commercial property, 2 hours/month 5) Belmont Capital Advisors, insurance agent, 2 hours per week

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11