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Anthony Francis Apollaro

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

COPPELL, TXCRD #2524799Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/22/2007
Series 7
General Securities Representative Examination
Passed 6/18/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

COPPELL ADVISORY SOLUTIONS LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
9/8/19947/2/1996NEW YORK, NY
ROYAL ALLIANCE ASSOCIATES, INC.
6/20/200712/21/2007SCOTTSDALE, AZ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Francis Apollaro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Anthony Francis Apollaro - Financial Advisor in COPPELL, TX | AdvisorFinder