Joshua Karl Greenberg

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Fort Lauderdale, FLCRD #2823154Dual-registered

Disclosure(s) on record — verify on FINRA BrokerCheck

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

16 yrs

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 9/2/2009

Series 7

General Securities Representative Examination

Passed 2/14/2001

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 12/5/1996

Approximate fees

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

Primary fee model

Assets Under Management (AUM)

Asset tier	Annual rate
First $500,000	2.00%
Next $500,000	1.75%
Next $1,500,000	1.50%
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.

LOCUST STREET SECURITIES, INC.

7/9/1999 – 3/9/2001DES MOINES, IA

LOCUST STREET SECURITIES, INC.

4/12/2002 – 12/31/2002DES MOINES, IA

WM FINANCIAL SERVICES, INC.

3/15/2001 – 3/19/2002IRVINE, CA

INTERSECURITIES, INC.

2/13/2003 – 6/29/2005PHILADELPHIA, PA

INVESTACORP, INC.

12/15/1997 – 2/5/1998MIAMI, FL

MARKETING ONE SECURITIES, INC.

10/6/1998 – 6/23/1999PORTLAND, OR

PFS INVESTMENTS INC.

1/29/1997 – 12/31/1997DULUTH, GA

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

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. Joshua Karl Greenberg 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.