Investment adviser representative · Coppell Advisory Solutions LLC

Kevin P. Felty

CRD 2354084 · Norfolk, VA

At a glance

Kevin P. Felty is an investment adviser representative with Coppell Advisory Solutions LLC in Norfolk, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2021, about 4 years ago.

Current advisory firm

Coppell Advisory Solutions LLCSince December 2021Norfolk, VA · $1.1B in regulatory assets

SEC adviser record

Registered since: 2021 (4 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Kevin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.