Stephen Douglas Norton
Investment adviser representative at Coppell Advisory Solutions LLC
20 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
20 years in the industry.
- Coppell Advisory Solutions LLCMar 2026 to now
- Belmont Capital AdvisorsMar 2026 to now
- Cambridge Investment Research Advisors, Inc.Nov 2025 to Mar 2026
- Cambridge Investment Research, Inc.Nov 2025 to Mar 2026
- Dempsey Lord Smith, LLCJul 2019 to Dec 2025
- Kalos CapitalJul 2016 to Jul 2019
- Kalos ManagementJul 2016 to Jul 2019
- Centermark Capital Management, LLCJul 2006 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4015905
- Firm CRD
- 156549