Thomas James Machowski
Investment Adviser Representative at Coppell Advisory Solutions LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas James Machowski is an investment adviser representative with Coppell Advisory Solutions LLC in Cherry Hills, NJ, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 3 (commodity futures). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Coppell Advisory Solutions LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- First $500,0002.00%
- Next $500,0001.75%
- Next $1,500,0001.50%
- Over $2,500,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Simplified technology, asset management, and ops support for financial advisors, including streamlined account opening, multi-custodial capabilities, transparent pricing and payouts, portfolio solutions with proprietary models and alternative investments, investment research and consulting, ongoing education and training, and succession/sale facilitation.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 85
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Dallas, TX
- SEC file number:
- 801-72171
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Coppell Advisory Solutions LLC
Showing 12 of 85 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas James Machowski 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.
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