Joshua Karl Greenberg
Investment adviser representative at Coppell Advisory Solutions LLC
9 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Coppell Advisory Solutions LLCJan 2026 to now
- Fusion Investment Advisors, LLCFeb 2012 to now
- Greenburg Tax & InsuranceSep 2008 to now
- Motiv8 Investments LLCJul 2017 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2823154
- Firm CRD
- 156549