Michael E. Williams

COPPELL ADVISORY SOLUTIONS LLC

New Castle, PA

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CRD#: 1615641

Professional summary

Michael Emmett Williams is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in New Castle, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 7 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

THE NAME OF THE OTHER BUSINESS: THE WILLIAMS GROUP INVESTMENT RELATED?: YES ADDRESS OF OTHER BUSINESS: 2418 Wilmington Road Suite 1 New Castle PA 16105 NATURE OF OTHER BUSINESS: INSURANCE SALES YOUR POSITION: INSURANCE AGENT START DATE: 03/1991 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 160 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 160 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Emmett Williams'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

June 14, 2019 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

New Castle, PA

Past

April 24, 2018 - June 7, 2018

PANTHREX ASSET MANAGEMENT LLC

RIA

CRD#: 281619

New Castle, PA

Past

June 2, 2016 - April 20, 2018

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

New Castle, PA

Past

January 30, 2015 - June 6, 2016

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

New Castle, PA

Past

November 9, 2010 - December 31, 2013

FA ADVISOR NETWORK, LLC.

RIA

CRD#: 154304

NEW CASTLE, PA

Past

July 30, 2008 - September 21, 2009

HOLLAND ADVISORY SERVICES, INC.

RIA

CRD#: 136302

NEW CASTLE, PA

Past

January 11, 2008 - April 30, 2008

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

NEW CASTLE, PA

Past

May 15, 1996 - December 31, 2007

BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634

CARNEGIE, PA

Past

October 3, 1991 - December 31, 1994

BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634

CANONSBURG, PA

Past

December 21, 1987 - December 31, 1990

BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634

CANONSBURG, PA

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

Louisiana
(9/8/2022)

IAR

Pennsylvania
(6/14/2019)

IAR

Texas
(9/8/2022)

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

Series 63

Date: 9/23/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/9/1987

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

Michael E. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Emmett Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

PANTHREX ASSET MANAGEMENT LLC

VIRTUE CAPITAL MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

FA ADVISOR NETWORK, LLC.

HOLLAND ADVISORY SERVICES, INC.

HORTER INVESTMENT MANAGEMENT, LLC

BEACONSFIELD FINANCIAL SERVICES, INC.

BEACONSFIELD FINANCIAL SERVICES, INC.

BEACONSFIELD FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/23/1987

Series 6

Date: 9/9/1987

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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