Adam Raymond Carroll
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 LLCNov 2025 to now
- UnemployedJul 2025 to Oct 2025
- Fidelity InvestmentsAug 2023 to Jun 2025
- DominosMar 2023 to Aug 2023
- Southern New Hampshire UniversityOct 2022 to Apr 2023
- TargetSep 2021 to Jun 2023
- 1750 TaphouseJun 2021 to Aug 2021
- Manchester WaterworksMay 2021 to Jul 2021
- Market BasketSep 2019 to May 2021
- Bedford High SchoolSep 2018 to Jun 2022
- UnemployedAug 2018 to Sep 2019
- Purple Finch CafeJun 2018 to Aug 2018
- Ross A. Lurgio High SchoolAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7800642
- Firm CRD
- 156549