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Nickles Gregory Spryn

Nickles G. Spryn

COPPELL ADVISORY SOLUTIONS LLC
Belmont, NC 28012
Some features on this profile are disabled
CRD#: 2411454
Nickles Gregory Spryn

Professional summary

Nickles Gregory Spryn, CFP®, who also goes by N Gregory Spryn, Nickles Gregory Spryn, Nickles Spryn, Greg Spryn, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Nickles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Nickles has worked at 13 firms and has passed the Series 63, Series 66, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

N Gregory Spryn | Nickles Gregory Spryn | Nickles Spryn | Greg Spryn

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nickles Gregory Spryn'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®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Current

January 13, 2026 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 123 N Main St, Belmont, NC 28012
RIA
CRD#: 156549
Belmont, NC
Past

September 19, 2023 - November 19, 2024

MARMO FINANCIAL GROUP, LLC

RIA
CRD#: 143816
JOHNSON CITY, TN
Past

October 5, 2021 - May 23, 2023

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Charlotte, NC
Past

September 20, 2021 - May 23, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

September 1, 2016 - July 24, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

August 31, 2016 - July 24, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC
Past

September 11, 2014 - August 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
NEWPORT NEWS, VA
Past

September 11, 2014 - August 31, 2016

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
NEWPORT NEWS, VA
Past

February 26, 2013 - September 24, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
WILLIAMSBURG, VA
Past

February 26, 2013 - September 24, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
WILLIAMSBURG, VA
Past

November 20, 2012 - February 28, 2013

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
WILLIAMSBURG, VA
Past

November 2, 2012 - February 28, 2013

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
WILLIAMSBURG, VA
Past

February 21, 2008 - August 21, 2012

CHESAPEAKE WEALTH MANAGEMENT

RIA
CRD#: 108039
WILLIAMSBURG, VA
Past

September 9, 2005 - November 28, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
YORKTOWN, VA
Past

October 17, 2002 - March 18, 2004

JBS LIBERTY SECURITIES, INC.

RIA
CRD#: 36179
WILLIAMSBURG, VA
Past

October 16, 2002 - March 18, 2004

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC
Past

October 21, 1993 - January 10, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 21, 1993 - January 10, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | 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
North Carolina
(1/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/1/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2012
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/9/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/20/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/31/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2012
General Securities Representative Examination

Current Firm

CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | 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
77

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts9,334
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.

Company Information

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549Belmont, NC 28012

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