Chief Executive Officer · Coppell Advisory Solutions LLC
Bryce B. Engel
CRD 2748956 · Named on Form ADV at one SEC-registered adviser
At a glance
Coppell Advisory Solutions LLC, an SEC-registered wealth manager based in Dallas, TX with $1.1 billion in regulatory assets, lists Bryce B. Engel on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Coppell Advisory Solutions LLCChief Executive OfficerWealth manager · Dallas, TX · $1.1B in regulatory assets
AtlasMembers
Bryce’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Laura K. WajsCCO, Coppell Advisory Solutions LLC
- Brayden EngelDirector of Operations, Coppell Advisory Solutions LLC
- Wayne P. FerbertNon-Managing Member, Coppell Advisory Solutions LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.