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CS

Craig A. Spry

COPPELL ADVISORY SOLUTIONS LLC
Belmont, NC 28012
Some features on this profile are disabled
CRD#: 3097991
CS

Professional summary

Craig Anderson Spry, CFP®, who also goes by Craig A Spry, Craig Spry, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Craig has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig A Spry | Craig Spry

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 Craig Anderson Spry'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: 2008

Experience

Current

December 15, 2025 - Present

COPPELL ADVISORY SOLUTIONS LLC

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

September 30, 2024 - May 29, 2025

NAMCOA

RIA
CRD#: 133978
MOORESVILLE, NC
Past

July 15, 2022 - January 5, 2023

WORTH ADVISORS

RIA
CRD#: 156564
CHARLOTTE, NC
Past

January 3, 2022 - July 6, 2022

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
CHARLOTTE, NC
Past

September 23, 2021 - July 6, 2022

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CHARLOTTE, NC
Past

September 7, 2016 - October 9, 2020

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
CONCORD, NC
Past

July 7, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CONCORD, NC
Past

June 26, 2015 - October 9, 2020

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CONCORD, NC
Past

July 26, 2011 - July 1, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CHARLOTTE, NC
Past

July 11, 2011 - July 1, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

August 15, 2006 - July 15, 2011

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

July 14, 2005 - August 15, 2006

KOVACK SECURITIES INC.

RIA
CRD#: 44848
HUNTERSVILLE, NC
Past

July 7, 2005 - July 15, 2011

KOVACK SECURITIES INC.

BD
CRD#: 44848
HUNTERSVILLE, NC
Past

June 8, 2004 - March 18, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
CHARLOTTE , NC
Past

January 20, 2004 - March 18, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 8, 2001 - December 10, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 3, 1998 - January 11, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
(12/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/1/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/1998
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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