CS
Craig S. Sullivan
COPPELL ADVISORY SOLUTIONS LLC
Southlake, TX 76092
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CRD#: 5525141
CS
Professional summary
Craig Steven Sullivan is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Southlake, Texas and TRIAD WEALTH PARTNERS, LLC located in Southlake, Texas.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Craig has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE, ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 10/19/2016; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/40 DURING TRADING HOURS. 2. Sullivan Realty Holdings, Not Investment Related, Keller, TX, Real Estate Management, Member, 2022, 0 hrs/month, 0 hrs during trading 3. Sullivan Management Partners, Not Investment Related, Keller, TX, Family Management, Partner, 2020, 0 hrs/month, 0 hrs during trading, 4. Cinco Paso Ranch, Not Investment Related, Millersview, TX, Ranch Management, Owner, 2023, 20 hrs/ month, 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Steven Sullivan'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
May 24, 2017 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 1330 N. White Chapel Blvd Suite 200, Southlake, TX 76092RIA
CRD#: 156549
Southlake, TX
Current
October 28, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 141 Countryside Ct., Suite 100, Southlake, TX 76092Office #2: 2920 Duniven Cir. Suite Y, Amarillo, TX 79109RIA
CRD#: 326523
Southlake, TX
Past
April 20, 2021 - August 11, 2021
VISIONARY WEALTH MANAGEMENT, LLC
RIA
CRD#: 311702
SOUTHLAKE, TX
Past
November 8, 2016 - November 8, 2017
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
SOUTHLAKE, TX
Past
June 12, 2008 - December 8, 2016
SULLIVAN FINANCIAL PARTNERS
RIA
CRD#: 114682
SOUTHLAKE, TX
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
Texas(5/24/2017)
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.
