Investment adviser representative · Coppell Advisory Solutions LLC
Terrence C. Asuncion
CRD 7454986 · San Jose, CA
At a glance
Terrence C. Asuncion is an investment adviser representative with Coppell Advisory Solutions LLC in San Jose, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terrence’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Coppell Advisory Solutions LLCSince February 2022San Jose, CA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Terrence’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.