Scott C. Grover

COPPELL ADVISORY SOLUTIONS LLC

Logan, UT 84321

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CRD#: 6012102

Professional summary

Scott Clifford Grover, who also goes by Scott C Grover, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Logan, Utah.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Scott has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott C Grover

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.

CHOULES FINANCIAL; INVESTMENT-RELATED; LOGAN, UTAH; INSURANCE SALES FOR MULTIPLE CARRIERS; 08/2024, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-20, DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Clifford Grover'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®

None

Experience

Current

August 22, 2024 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 491 N. Main St, Logan, UT 84321

RIA

CRD#: 156549

Logan, UT

Past

March 12, 2024 - August 5, 2024

CREATIVEONE SECURITIES, LLC

CRD#: 152974

OVERLAND PARK, KS

Past

April 17, 2023 - March 12, 2024

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

LOGAN, UT

Past

October 13, 2022 - August 1, 2024

STRATEGIC ADVOCATES, LLC

RIA

CRD#: 316858

LOGAN, UT

Past

March 9, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Logan, UT

Past

March 3, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

January 21, 2016 - February 15, 2017

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Logan, UT

Past

January 21, 2016 - February 15, 2017

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Logan, UT

Past

June 19, 2015 - September 23, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LOGAN, UT

Past

February 12, 2013 - September 23, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

May 31, 2012 - October 23, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LOGAN, UT

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

Utah
(8/22/2024)

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

IAR

Series 66

Date: 6/18/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/6/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/30/2012

Investment Company Products/Variable Contracts 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

Scott C. Grover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Clifford Grover's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

CROWN CAPITAL SECURITIES, L.P.

STRATEGIC ADVOCATES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2015

Series 63

Date: 9/6/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2015

Series 6

Date: 5/30/2012

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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