RS
Ronald S. Staton
COPPELL ADVISORY SOLUTIONS LLC
Oklahoma City, OK 73170
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CRD#: 5345877
RS
Professional summary
Ronald Scott Staton, who also goes by Ronald S Staton, Scott Staton, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Oklahoma City, Oklahoma.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ronald has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald S Staton | Scott Staton
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.
(1) STATON FINANCIAL GROUP, Title: PRESIDENT, Description: SELLING LIFE, LTC, FIXED ANNUITIES�, Start Date: 05-01-2004, Address: OKLAHOMA, Investment-related? NO, Hours per month: 80, During trading hours: 4 (2) OKLAHOMA SIGNATURE PROPERTIES LLC REAL ESTATE�, Title: MANAGER��, Description: RESIDENTIAL RENTALS, Start Date: 02-01-2008, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0 (3) SACK FINANCIAL HOLDINGS, LLC�, Title: MANAGER, Description: OWNS OFFICE BUILDING�, Start Date: 06-01-2017, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Scott Staton's 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®
NoneExperience
Current
October 31, 2023 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 709 Sw 119th Street, Oklahoma City, OK 73170RIA
CRD#: 156549
Oklahoma City, OK
Past
December 23, 2014 - October 30, 2023
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
Oklahoma City, OK
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
Oklahoma(10/31/2023)
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
