Eric P. Weschke

COPPELL ADVISORY SOLUTIONS LLC

East Setauket, NY

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CRD#: 2486324

Professional summary

Eric Peter Weschke is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in East Setauket, New York.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Eric has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 55 and Series 24 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.

ADVANCED FOLIO CAPITAL MANAGEMENT POSITION: PRESIDENT NATURE: INVESTMENT ADVISOR INVESTMENT RELATED: YES LICENSE HELD UNDER COPPELL ADVISORY SOLUTIONS LLC ALL ISLAND PROPERTY ACQUISITIONS POSITION: owner NATURE: real estate buying properties INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2020 ADDRESS: 11 Dorm Court, Setauket NY 11733, United States DESCRIPTION: look to acquire properties in Long Island

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Peter Weschke'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

September 8, 2022 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

East Setauket, NY

Past

May 16, 2011 - September 30, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

SETAUKET, NY

Past

May 16, 2011 - September 30, 2022

KALOS CAPITAL, INC.

CRD#: 44337

SETAUKET, NY

Past

March 25, 2011 - May 17, 2011

HARRISON DOUGLAS, INC.

CRD#: 16515

AURORA, CO

Past

May 28, 2010 - December 16, 2011

FINANCIAL PLANNING ASSOCIATES,INC.

RIA

CRD#: 112357

PLEASANTVILLE, NY

Past

October 9, 2007 - February 24, 2011

ALTERNATIVE WEALTH STRATEGIES, INC.

CRD#: 130933

SETAUKET, NY

Past

December 4, 2003 - December 31, 2004

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

May 23, 2000 - September 20, 2002

SELF TRADING SECURITIES, INC.

CRD#: 38439

AUSTIN, TX

Past

June 20, 1994 - February 18, 2000

TASIN & COMPANY, INC.

CRD#: 30709

HAUPPAUGE, NY

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
(10/7/2022)

IAR

New York
(9/27/2022)

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

IAR

Series 65

Date: 9/26/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/2/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2007

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 5/24/2001

Limited Representative-Equity Trader Exam

Principal/Supervisory Exam

Series 24

Date: 5/3/1997

General Securities Principal 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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Eric P. Weschke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Peter Weschke's CRS (Customer Relationship Summary).

Certified licenses

Experience

KALOS MANAGEMENT

KALOS CAPITAL, INC.

HARRISON DOUGLAS, INC.

FINANCIAL PLANNING ASSOCIATES,INC.

ALTERNATIVE WEALTH STRATEGIES, INC.

EQUITY SERVICES, INC.

SELF TRADING SECURITIES, INC.

TASIN & COMPANY, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2022

Series 66

Date: 11/2/2007

Series 63

Date: 6/1/1994

SIE

Date: 10/1/2018

Series 7

Date: 10/8/2007

Series 55

Date: 5/24/2001

Series 24

Date: 5/3/1997

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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