Coppell Advisory Solutions LLC
Legal Name: COPPELL ADVISORY SOLUTIONS, LLC
Full Contact Details
Coppell Advisory Solutions LLC
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX
866-254-4235
941-761-6230
Other Info
Coppell Advisory Solutions LLC, a Florida-based Limited Liability Company, has 56 employees, 46 of which are in advisory roles, making it a reliable choice for wealth management and investment advice. With an impressive client base that consists of 1442 individuals, it is evident that this firm has earned the trust of many. Its approval by the SEC and registration in February 2011 indicates that it adheres to strict regulations and is committed to maintaining high standards in the financial industry.
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Direct Owners
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BRYCE BRADLEY ENGEL
CHIEF EXECUTIVE OFFICER, MEMBER owns more than 10% but less than 25%
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JONATHAN JOSHUA CRAVENS
CHIEF COMPLIANCE OFFICER owns less than 5%
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PARTNERS ADVANTAGE INSURANCE SERVICES LLC
MEMBER owns more than 5% but less than 10%
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ROBERT THOMAS PUJIA
CHIEF OPERATIONS OFFICER owns less than 5%
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RYAN JOSEPH BORER
PRESIDENT/CHIEF STRATEGY OFFICER, MEMBER owns more than 10% but less than 25%
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SC GROUP, LLC
MANAGING MEMBER owns more than 25% but less than 50%
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YEHOSHUA LEIBEL STERNBACH
CHIEF TECHNOLOGY OFFICER, MEMBER owns more than 10% but less than 25%
Indirect Owners
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ASIFF SHERALI HIRJI
MEMBER owns more than 25% but less than 50%
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SCOTT DARRYL TIETZ
MANAGER AND CEO owns more than 50% but less than 75%
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