Jason M. Cillo

COPPELL ADVISORY SOLUTIONS LLC

Milford, NH 03055

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CRD#: 6214681

Professional summary

Jason M Cillo, who also goes by Jason H Cillo, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Milford, New Hampshire.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason H Cillo

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.

STEELE ASSOCIATES, TAX PREPARATION& BUSINESS SERVICES LLC, SOLE PROPRIETOR, 52 NASHUA STREET, MILFORD, NH 03055 TAX PLANNING, CONSULTING & PREPARATION SERVICES, NON-INVESTMENT RELATED, 20-30 HRS/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Cillo'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

June 14, 2019 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 365 Nashua St, Milford, NH 03055

RIA

CRD#: 156549

Milford, NH

Past

June 30, 2014 - June 18, 2019

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Milford, NH

Past

April 25, 2014 - September 16, 2014

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

MILFORD, NH

Past

August 22, 2013 - May 9, 2014

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA

CRD#: 162143

MILFORD, NH

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

Louisiana
(9/8/2022)

IAR

New Hampshire
(6/14/2019)

IAR

Texas
(9/8/2022)

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 65

Date: 5/30/2013

Uniform Investment Adviser Law 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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Jason M. Cillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Cillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPELL ADVISORY SOLUTIONS LLC

VIRTUE CAPITAL MANAGEMENT, LLC

COPPELL ADVISORY SOLUTIONS LLC

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2013

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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