Nicholas A. Lopez

COPPELL ADVISORY SOLUTIONS LLC

Southlake, TX 76092

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CRD#: 6681813

Professional summary

Nicholas Antonio Lopez, who also goes by Nicholas Antonio Lopez, Nicholas Lopez, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Southlake, Texas and TRIAD WEALTH PARTNERS, LLC located in Southlake, Texas.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nicholas has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Antonio Lopez | Nicholas Lopez

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.

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 08/2025; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/40 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Antonio Lopez'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 14, 2025 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 141 Countryside Ct Suite 100, Southlake, TX 76092

RIA

CRD#: 156549

Southlake, TX

Current

October 29, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 141 Countryside Ct., Suite 100, Southlake, TX 76092

RIA

CRD#: 326523

Southlake, TX

Past

April 24, 2023 - August 28, 2024

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

PLANO, TX

Past

October 29, 2021 - April 18, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 24, 2019 - September 2, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

Woburn, MA

Past

May 31, 2018 - April 11, 2019

CITIZENS SECURITIES, INC.

CRD#: 39550

JAMAICA PLAIN, MA

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

Texas
(8/14/2025)

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: 10/29/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/31/2018

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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Advisor Monitoring

Firm Stability Insights

Nicholas A. Lopez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Antonio Lopez's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD WEALTH PARTNERS, LLC

RETIREMENT PLANNERS OF AMERICA

FISHER INVESTMENTS

J.P. MORGAN SECURITIES LLC

CITIZENS SECURITIES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2021

Series 63

Date: 7/2/2018

SIE

Date: 10/1/2018

Series 6

Date: 5/31/2018

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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