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Grace Marie Suchy

Coppell Advisory Solutions LLC

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About Grace Marie Suchy

Grace Marie Suchy is a registered investment advisor representative with Coppell Advisory Solutions LLC. Grace has been working in the financial services industry since 2004 and has experience in both investment advisory and brokerage services. Grace currently holds Series 6, Series 63, and Series 65 licenses. In addition to her experience in the financial services industry, Grace also works as an insurance agent. Grace specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grace focuses on serving high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Grace Suchy 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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Grace Suchy’s Registration & Firm History

TX

06/07/2024 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

GA

07/26/2013 - 03/21/2014

J.P. MORGAN SECURITIES LLC (MARIETTA GA)

MO

09/29/2004 - 04/03/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grace Marie Suchy.
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