Michael P. Mall

COPPELL ADVISORY SOLUTIONS LLC

Cherry Hill, NJ 08003

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CRD#: 5840154

Professional summary

Michael Paul Mall, CFP®, ChFC® is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Cherry Hill, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mall'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: 2014

ChFC^®

Chartered Financial Consultant

Experience

Current

August 22, 2019 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 1939 Marlton Pike East Suite 110, Cherry Hill, NJ 08003

RIA

CRD#: 156549

Cherry Hill, NJ

Past

July 10, 2014 - July 8, 2019

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Cherry Hill, NJ

Past

July 2, 2014 - December 16, 2015

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

MARLTON, NJ

Past

April 11, 2012 - July 7, 2014

CENTER STREET SECURITIES, INC.

CRD#: 26898

MARLTON, NJ

Past

August 27, 2010 - July 3, 2014

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

MARLTON, NJ

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

New Jersey
(9/9/2019)

IAR

Texas
(8/22/2019)

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

Series 63

Date: 10/24/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/19/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2012

General Securities 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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Firm Stability Insights

Michael P. Mall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mall's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUE CAPITAL MANAGEMENT, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CENTER STREET SECURITIES, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2012

Series 65

Date: 7/19/2010

SIE

Date: 12/16/2015

Series 7

Date: 4/10/2012

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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