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Dmitry Yurevich Shteynsapir

Investment adviser representative at Coppell Advisory Solutions LLC
15 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

15 years in the industry.

  1. Coppell Advisory Solutions LLCMay 2025 to now
  2. Dimfina LLCDec 2017 to now
  3. Einal International Corp.Nov 2011 to Oct 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
8075368
Firm CRD
156549
Advisor's SEC record (opens in a new tab)
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