GR
Gage C. Ross
COPPELL ADVISORY SOLUTIONS LLC
Arlington, TX 76012
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CRD#: 7294791
GR
Professional summary
Gage Clay Ross, who also goes by Gage Ross, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Arlington, Texas and ROSS WEALTH GROUP, LLC located in Arlington, Texas.
Gage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gage has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gage Ross
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.) RUSS ROSS CONSULTANTS LLC DBA ROSS WEALTH GROUP; YES INVESTMENT RELATED; 1325 W RANDOL MILL RD. STE. 100 ARLINGTON, TX 76012; INSURANCE SALES; FINANCIAL ADVISOR/CHIEF OPERATIONS OFFICER; START DATE 02/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. DJ Services - Sole proprietorship - DJing clubs and private parties in the DFW area 3. ROSS WATCHES LLC POSITION: Founder NATURE: This business will design, manufacture, and sell fine timepieces. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2022 ADDRESS: 2828 Woodside St, 4114, Dallas TX 75204, United States DESCRIPTION: I am the founder, designer, and spokesperson for the brand. 4. Coppell Advisory Solutions LLC; Investment Related; At reported business location; RIA; investment adviser representative; 07/2025; 160 hours/month, 160 hours/month during securities trading hours; service advisory clients.
CRS (Client Relationship Summary) - RIA
Click below to view Gage Clay Ross'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
July 25, 2025 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 1325 W Randol Mill Rd. #100, Arlington, TX 76012RIA
CRD#: 156549
Arlington, TX
Current
August 3, 2025 - Present
ROSS WEALTH GROUP, LLC
Office #1: 1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012RIA
CRD#: 331750
ARLINGTON, TX
Past
December 9, 2021 - January 8, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Arlington, TX
Past
September 14, 2020 - December 1, 2021
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Arlington, 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(7/25/2025)
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.
