Robert H. Trowbridge

COPPELL ADVISORY SOLUTIONS LLC

Charles Town, WV

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CRD#: 1027815

Professional summary

Robert Hubbard Trowbridge III, who also goes by Robert Trow, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Charles Town, West Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Trow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)WV INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE INCLUDING LIFE AND LONG TERM CARE SINCE 1980. NONINVESTMENT RELATED. APPROX 5% OF TIME SPENT. BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. (2) Brightline Strategies LLC is wholly-owned by Mr. Trowbridge. Brightline Strategies LLC is involved in the provision of consulting in financial and tax planning services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hubbard Trowbridge III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2020 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Charles Town, WV

Past

November 13, 2018 - January 4, 2021

ELITE INVESTMENT TEAM LLC

RIA

CRD#: 296922

Reston, VA

Past

January 28, 2015 - July 13, 2016

ADIRONDACK TRADING GROUP LLC

CRD#: 103910

NEW WOODSTOCK, NY

Past

August 17, 2010 - September 13, 2010

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

RESTON, VA

Past

August 17, 2010 - January 27, 2015

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

RESTON, VA

Past

November 2, 2009 - July 30, 2010

NATIONAL PLANNING CORPORATION

CRD#: 29604

RESTON, VA

Past

August 11, 2008 - March 30, 2018

DOMINION WEALTH MANAGEMENT, INC.

RIA

CRD#: 136553

RESTON, VA

Past

September 20, 2005 - November 3, 2009

MAIN STREET SECURITIES, LLC

CRD#: 47127

RESTON, VA

Past

June 5, 2003 - September 22, 2005

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

February 22, 2001 - September 14, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

November 7, 2000 - February 22, 2001

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

June 1, 1999 - November 3, 2000

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

February 12, 1997 - June 5, 2003

FINANCIAL STRATEGIES GROUP, INC.

RIA

CRD#: 117672

FAIRFAX, VA

Past

September 12, 1996 - June 2, 1999

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

November 28, 1995 - September 12, 1996

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

February 14, 1995 - October 17, 1995

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

April 30, 1982 - October 17, 1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

West Virginia
(12/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/8/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/22/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/29/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert H. Trowbridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hubbard Trowbridge III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELITE INVESTMENT TEAM LLC

ADIRONDACK TRADING GROUP LLC

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

NATIONAL PLANNING CORPORATION

DOMINION WEALTH MANAGEMENT, INC.

MAIN STREET SECURITIES, LLC

SPIRE WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

VOYA FINANCIAL ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL STRATEGIES GROUP, INC.

SUNAMERICA SECURITIES, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1995

Series 63

Date: 5/12/1995

SIE

Date: 8/8/2025

Series 7

Date: 4/22/1997

Series 6

Date: 4/29/1982

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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