linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel William Dubyk

Coppell Advisory Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel William Dubyk

Daniel William Dubyk is an investment advisor representative with Coppell Advisory Solutions LLC. Daniel has been in the industry since 1988 and has worked with both American Brokerage Services, Inc. and Fusion Investment Advisors, LLC. Daniel has Series 6, 63, and 65 licenses. Daniel is registered in Pennsylvania. Daniel focuses on portfolio management for individuals and businesses, and provides financial planning and selection of other advisers services.

Firm Information

Daniel Dubyk 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Dubyk’s Registration & Firm History

PA

03/26/2013 - Present

Coppell Advisory Solutions LLC (WYNDMOOR PA)

NA

12/09/1991 - 12/31/1992

PROTECTIVE EQUITY SERVICES, INC.

NA

04/11/1988 - 12/06/1991

PML SECURITIES COMPANY

Not sure if Daniel William Dubyk is right for you?

Licenses & Designations

IA

Issued 03/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel William Dubyk.
Not sure if Daniel William Dubyk is right for you?