Christopher O. Brace

COPPELL ADVISORY SOLUTIONS LLC

Sunfield, MI

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CRD#: 1095133

Professional summary

Christopher Orval Brace, who also goes by Chrisopher Orval Brace, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Sunfield, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Christopher has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chrisopher Orval Brace

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.

MICHIGAN TAX TAX PREPARATION SINCE 1984 MEGASTAR ADVISORS INSURANCE AGENT SINCE 2014 THE REVOLUTION INSURANCE AGENT SINCE 2014

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Orval Brace'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 14, 2018 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Sunfield, MI

Past

October 29, 2014 - January 4, 2019

EAGLE FINANCIAL ADVISORS, LLC

RIA

CRD#: 167696

SUNFIELD, MI

Past

April 13, 1992 - June 3, 1993

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

Past

December 23, 1991 - April 23, 1992

BENTLEY-LAWRENCE SECURITIES, INC.

CRD#: 13174

Past

December 16, 1988 - December 23, 1991

FIRST FINANCIAL MONETARY SYSTEMS, INC.

CRD#: 13541

Past

July 18, 1988 - January 9, 1989

PRIMUS FINANCIAL SERVICES, INC.

CRD#: 677

Past

February 19, 1988 - April 14, 1988

PRIMUS FINANCIAL SERVICES, INC.

CRD#: 677

Past

March 1, 1986 - February 23, 1988

FIRST FINANCIAL MONETARY SYSTEMS, INC.

CRD#: 13541

Past

May 24, 1985 - February 24, 1986

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

Past

November 1, 1983 - June 3, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

April 28, 1983 - October 11, 1983

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

Past

March 23, 1983 - May 2, 1983

MUTUAL SERVICE CORPORATION

CRD#: 4806

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

Michigan
(12/14/2018)

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: 10/27/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities 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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Advisor Monitoring

Firm Stability Insights

Christopher O. Brace

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Orval Brace's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE FINANCIAL ADVISORS, LLC

MARINER FINANCIAL SERVICES, INC.

BENTLEY-LAWRENCE SECURITIES, INC.

FIRST FINANCIAL MONETARY SYSTEMS, INC.

PRIMUS FINANCIAL SERVICES, INC.

PRIMUS FINANCIAL SERVICES, INC.

FIRST FINANCIAL MONETARY SYSTEMS, INC.

MARINER FINANCIAL SERVICES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

MARINER FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2014

Series 63

Date: 5/23/1983

Series 7

Date: 3/19/1983

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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