AdFi
EP

Eric Peter Weschke

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

East Setauket, NYCRD #2486324Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
LouisianaNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/26/2022
Series 66
Uniform Combined State Law Examination
Passed 11/2/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 6/1/1994
Series 24
General Securities Principal Examination
Passed 5/3/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/8/2007
Series 55
Limited Representative-Equity Trader Exam
Passed 5/24/2001

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.

TASIN & COMPANY, INC.
6/20/19942/18/2000HAUPPAUGE, NY
SELF TRADING SECURITIES, INC.
5/23/20009/20/2002AUSTIN, TX
KALOS CAPITAL, INC.
5/16/20119/30/2022SETAUKET, NY
HARRISON DOUGLAS, INC.
3/25/20115/17/2011AURORA, CO
EQUITY SERVICES, INC.
12/4/200312/31/2004MONTPELIER, VT
ALTERNATIVE WEALTH STRATEGIES, INC.
10/9/20072/24/2011SETAUKET, NY

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. Eric Peter Weschke 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.