Joshua K. Greenberg

COPPELL ADVISORY SOLUTIONS LLC

Fort Lauderdale, FL

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CRD#: 2823154

Professional summary

Joshua Karl Greenberg, who also goes by Josh Greenberg, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Fort Lauderdale, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joshua has worked at 9 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Greenberg

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.

Investment Adviser Representative at FUSION INVESTMENT ADVISORS, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Karl Greenberg'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

March 14, 2013 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Fort Lauderdale, FL

Past

July 26, 2017 - September 21, 2017

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

STUART, FL

Past

October 2, 2009 - January 30, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

COOPER CITY, FL

Past

February 13, 2003 - June 29, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

April 12, 2002 - December 31, 2002

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

March 15, 2001 - March 19, 2002

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

July 9, 1999 - March 9, 2001

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

October 6, 1998 - June 23, 1999

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

December 15, 1997 - February 5, 1998

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

January 29, 1997 - December 31, 1997

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Florida
(3/14/2013)

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: 9/2/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/14/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/1996

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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Advisor Monitoring

Firm Stability Insights

Joshua K. Greenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Karl Greenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTIV8 INVESTMENTS LLC

AMERICAN INVESTMENT SERVICES

TRANSAMERICA FINANCIAL ADVISORS, LLC

LOCUST STREET SECURITIES, INC.

WAMU INVESTMENTS, INC.

LOCUST STREET SECURITIES, INC.

MARKETING ONE SECURITIES, INC.

INVESTACORP, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2009

Series 7

Date: 2/14/2001

Series 6

Date: 12/5/1996

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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