Anthony F. Apollaro
Professional summary
Anthony Francis Apollaro JR, who also goes by Anthony Francis Apollaro Jr., Anthony Apollaro, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Coppell, Texas.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Francis Apollaro JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2011 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 870 S. Denton Tap Rd. Suite 250, Coppell, TX 75019January 13, 2014 - August 26, 2016
VARSITY ASSET MANAGEMENT, LLC
August 13, 2008 - November 11, 2011
OPTIMUS CAPITAL ADVISORS, LLC
January 2, 2008 - August 12, 2008
MCKEEL CAPITAL MANAGEMENT
June 20, 2007 - December 21, 2007
OSAIC WEALTH, INC.
September 8, 1994 - July 2, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/17/2011)
Exams
Current Firm
COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
Contact information
SEC notice filing (50 States and Territories)
Documents
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.
