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Daniel W. Donihue
COPPELL ADVISORY SOLUTIONS LLC
CASTIAC, CA 91384
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CRD#: 5410711
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Professional summary
Daniel Walter Donihue, who also goes by Daniel Walter Donihue Mr., is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Castiac, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Walter Donihue Mr.
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.
I CONDUCT NON-SECURITIES (NON-INVESTMENT RELATED) BUSINESS UNDER MY DBA NAME - COMMUNITY ESTATE FINANCIAL & INSURANCE SERVICES. THE SERVICES THAT I PROVIDE THAT I RECEIVE COMPENSATION FOR INCLUDE INSURANCE - SUCH AS LIFE INSURANCE, FIXED ANNUITIES, AND LONG-TERM CARE INSURANCE - AS WELL AS CASE DEVLOPMENT FOR MORTGAGE OR REVERSE MORTGAGE TRANSACTIONS. MY BUSINESS ADDRESS IS 32111 BIG OAK LANE - CASTAIC, CA 91384. I AM THE PRESIDENT OF MY BUSINESS. I AM PRIMARILY IN THE INSURANCE BUSINESS AND I TYPICALLY WILL DEVOTE 120 TO 200 HOURS PER MONTH IN THAT BUSINESS. MOST OF MY TIME IS SPENT WORKING ON CASEWORK, MARKETING, AND MEETING WITH INSURANCE CLIENTS.
COPPELL ADVISORY SOLUTIONS, LLC
INVESTMENT ADVISER REPRESENTATIVE
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Walter Donihue'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
September 17, 2012 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 32111 Big Oak Lane, Castiac, CA 91384RIA
CRD#: 156549
CASTIAC, CA
Past
June 12, 2014 - October 28, 2014
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
CASTIAC, CA
Past
September 16, 2009 - September 13, 2012
AMERICAN INVESTMENT SERVICES
RIA
CRD#: 144088
CASTAIC, CA
Past
May 15, 2009 - September 3, 2009
EMPIRE CAPITAL PARTNERS, LLC
RIA
CRD#: 149316
CASTAIC, CA
Past
January 12, 2009 - April 28, 2009
ENVISION INVESTMENT ADVISORS, LLC
RIA
CRD#: 143667
CASTAIC, CA
Past
September 13, 2007 - December 31, 2008
ENVISION INVESTMENT ADVISORS, LLC
RIA
CRD#: 143667
CASTAIC, CA
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
California(9/17/2012)
IAR
Louisiana(9/8/2022)
IAR
Texas(9/8/2022)
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.
