Shaun Francis Moynihan
Investment adviser representative at Coppell Advisory Solutions LLC
11 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
11 years in the industry.
- Coppell Advisory Solutions LLCOct 2021 to now
- Coppell Advisory Solutions LLC dba Fusion Capital ManagementJan 2021 to now
- Dempsey Lord Smith, LLCJul 2019 to Oct 2021
- Kalos CapitalMar 2017 to Jul 2019
- Kalos ManagementMar 2017 to Jul 2019
- Belmont Capital AdvisorsSep 2015 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
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
- 4491671
- Firm CRD
- 156549