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Stewart Bruce Leafblad

Coppell Advisory Solutions LLC

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About Stewart Bruce Leafblad

Stewart Bruce Leafblad is a registered Investment Advisor Representative with Coppell Advisory Solutions LLC. Stewart has over 9 years of experience in the financial services industry. Stewart holds Series 7 and Series 66 securities licenses, as well as the SIE. Stewart is also a licensed Insurance Agent, selling Annuities, Life Insurance, LTC and possible other products.

Firm Information

Stewart Leafblad 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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Stewart Leafblad’s Registration & Firm History

TX

05/21/2024 - Present

Coppell Advisory Solutions LLC (Arlington TX)

TX

08/17/2022 - 04/05/2023

PURSHE KAPLAN STERLING INVESTMENTS (Fort Worth TX)

TX

11/29/2017 - 10/07/2021

LPL FINANCIAL LLC (FORT WORTH TX)

TX

09/16/2014 - 11/29/2017

NATIONAL PLANNING CORPORATION (FORTH WORTH TX)

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Licenses & Designations

BOTH

Issued 02/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stewart Bruce Leafblad.
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