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Anthony Francis Apollaro

Coppell Advisory Solutions LLC

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About Anthony Francis Apollaro

Anthony Francis Apollaro is a registered Investment Advisor Representative with Coppell Advisory Solutions LLC. Anthony has been in the financial services industry since 1994. He is registered with the state of Texas. Anthony has experience with Royal Alliance Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has passed both the Series 7 and Series 66 exams. Anthony specializes in portfolio management for businesses, portfolio management for individuals, and selection of other advisors.

Firm Information

Anthony Apollaro is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Apollaro’s Registration & Firm History

TX

11/17/2011 - Present

Coppell Advisory Solutions LLC (COPPELL TX)

AZ

06/20/2007 - 12/21/2007

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

09/08/1994 - 07/02/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Francis Apollaro.
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